CAVAX Mutual Fund

CAVAX Mutual Fund

NAV$18.65
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Returns Overview

1 Month
-0.85%
3 Months
-0.16%
6 Months
+4.30%
YTD
+9.50%
1 Year
+11.73%
3 Years (annualized)
+19.72%
5 Years (annualized)
+8.46%
10 Years (annualized)
+12.00%

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)
+9.50%
Peer Avg (YTD)
+9.28%
vs Peers
+0.22%

CAVAX Mutual Fund Performance

CAVAX performance across multiple time periods: 1-month -0.85%, YTD 9.50%, 1-year 11.73%, 3-year 19.72%, 5-year 8.46%, 10-year 12.00%.

CAVAX returns outperform the peer average of 9.28% 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.