CAUSX Mutual Fund

CAUSX Mutual Fund

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

Returns Overview

1 Month
+0.28%
3 Months
-1.01%
6 Months
-3.32%
YTD
-1.28%
1 Year
+0.28%
3 Years (annualized)
+2.45%
5 Years (annualized)
-0.39%
10 Years (annualized)
+0.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAUSX 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 Treasury Index
This Mutual Fund (YTD)
-1.28%
Peer Avg (YTD)
+2.15%
vs Peers
-3.43%

CAUSX Mutual Fund Performance

CAUSX performance across multiple time periods: 1-month 0.28%, YTD -1.28%, 1-year 0.28%, 3-year 2.45%, 5-year -0.39%, 10-year 0.48%.

CAUSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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