CAXAX Mutual Fund

CAXAX Mutual Fund

NAV$21.88
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Returns Overview

1 Month
-0.65%
3 Months
+2.02%
6 Months
+2.56%
YTD
+9.31%
1 Year
+18.57%
3 Years (annualized)
+13.28%
5 Years (annualized)
+7.79%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAXAX 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
MSCI ACWI Value Index(MSCIACWIVI)
This Mutual Fund (YTD)
+9.31%
Peer Avg (YTD)
+11.41%
vs Peers
-2.10%

CAXAX Mutual Fund Performance

CAXAX performance across multiple time periods: 1-month -0.65%, YTD 9.31%, 1-year 18.57%, 3-year 13.28%, 5-year 7.79%, 10-year 9.84%.

CAXAX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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