CANEX Mutual Fund

CANEX Mutual Fund

NAV$8.78
See how much of CANEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.67%
3 Months
-0.10%
6 Months
-1.53%
YTD
-2.59%
1 Year
-2.13%
3 Years (annualized)
+3.93%
5 Years (annualized)
-1.53%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CANEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.59%
Peer Avg (YTD)
+1.93%
vs Peers
-4.51%

CANEX Mutual Fund Performance

CANEX performance across multiple time periods: 1-month 2.67%, YTD -2.59%, 1-year -2.13%, 3-year 3.93%, 5-year -1.53%, 10-year 1.26%.

CANEX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

CANEX vs another fund shows side-by-side returns. CANEX alternatives are available in the Mutual Fund Screener.