CAVAX Mutual Fund

NAV$19.24

Returns Overview

1 Month
-0.49%
3 Months
+11.28%
6 Months
+8.26%
YTD
+7.56%
1 Year
+16.90%
3 Years (annualized)
+16.06%
5 Years (annualized)
+8.69%
10 Years (annualized)
+12.32%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.56%
Peer Avg (YTD)
+9.51%
vs Peers
-1.95%

CAVAX Mutual Fund Performance

CAVAX performance across multiple time periods: 1-month -0.49%, YTD 7.56%, 1-year 16.90%, 3-year 16.06%, 5-year 8.69%, 10-year 12.32%.

CAVAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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