CASXX Mutual Fund

CASXX Mutual Fund

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Returns Overview

1 Month
+0.34%
3 Months
+0.64%
6 Months
+1.22%
YTD
+1.54%
1 Year
+3.33%
3 Years (annualized)
+4.73%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+1.18%
vs Peers
+0.36%

CASXX Mutual Fund Performance

CASXX performance across multiple time periods: 1-month 0.34%, YTD 1.54%, 1-year 3.33%, 3-year 4.73%.

CASXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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