CAVAX Mutual Fund

CAVAX Mutual Fund

NAV$19.14
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Returns Overview

1 Month
+1.96%
3 Months
+4.47%
6 Months
+8.03%
YTD
+9.67%
1 Year
+18.48%
3 Years (annualized)
+15.70%
5 Years (annualized)
+9.02%
10 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAVAX 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
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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 500 Index Total Return
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+9.41%
vs Peers
+0.26%

CAVAX Mutual Fund Performance

CAVAX performance across multiple time periods: 1-month 1.96%, YTD 9.67%, 1-year 18.48%, 3-year 15.70%, 5-year 9.02%, 10-year 12.05%.

CAVAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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