CAXAX Mutual Fund

NAV$21.53

Returns Overview

1 Month
+0.80%
3 Months
+5.63%
6 Months
+10.54%
YTD
+10.03%
1 Year
+18.73%
3 Years (annualized)
+13.57%
5 Years (annualized)
+7.87%
10 Years (annualized)
+10.19%

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
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 Value Index(MSCIACWIVI)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+9.49%
vs Peers
+0.54%

CAXAX Mutual Fund Performance

CAXAX performance across multiple time periods: 1-month 0.80%, YTD 10.03%, 1-year 18.73%, 3-year 13.57%, 5-year 7.87%, 10-year 10.19%.

CAXAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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