CAUKX Mutual Fund

CAUKX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
-1.61%
3 Months
-1.24%
6 Months
-1.83%
YTD
-1.83%
1 Year
+0.28%
3 Years (annualized)
+1.16%
5 Years (annualized)
-1.28%
10 Years (annualized)
-0.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAUKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury Index
This Mutual Fund (YTD)
-1.83%
Peer Avg (YTD)
+0.12%
vs Peers
-1.95%

CAUKX Mutual Fund Performance

CAUKX performance across multiple time periods: 1-month -1.61%, YTD -1.83%, 1-year 0.28%, 3-year 1.16%, 5-year -1.28%, 10-year -0.27%.

CAUKX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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