CASIX Mutual Fund

CASIX Mutual Fund

NAV$11.99
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Returns Overview

1 Month
+1.44%
3 Months
+0.18%
6 Months
+6.00%
YTD
+9.28%
1 Year
+27.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CASIX 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

This Mutual Fund (YTD)
+9.28%
Peer Avg (YTD)
+6.57%
vs Peers
+2.70%

CASIX Mutual Fund Performance

CASIX performance across multiple time periods: 1-month 1.44%, YTD 9.28%, 1-year 27.83%.

CASIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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