CAVYX Mutual Fund

CAVYX Mutual Fund

NAV$19.14
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Returns Overview

1 Month
+2.30%
3 Months
+3.80%
6 Months
+9.70%
YTD
+12.28%
1 Year
+18.18%
3 Years (annualized)
+17.65%
5 Years (annualized)
+9.05%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAVYX 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)
+12.28%
Peer Avg (YTD)
+11.21%
vs Peers
+1.07%

CAVYX Mutual Fund Performance

CAVYX performance across multiple time periods: 1-month 2.30%, YTD 12.28%, 1-year 18.18%, 3-year 17.65%, 5-year 9.05%, 10-year 12.20%.

CAVYX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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