CASXX Mutual Fund

Returns Overview

1 Month
+0.29%
3 Months
+0.60%
6 Months
+1.19%
YTD
+1.19%
1 Year
+3.34%
3 Years (annualized)
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CASXX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+1.70%
vs Peers
-0.51%

CASXX Mutual Fund Performance

CASXX performance across multiple time periods: 1-month 0.29%, YTD 1.19%, 1-year 3.34%, 3-year 3.05%.

CASXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

CASXX performance comparison shows side-by-side returns with another fund. CASXX alternatives are available in the Mutual Fund Screener.