CAXCX Mutual Fund

NAV$20.89

Returns Overview

1 Month
+0.73%
3 Months
+5.47%
6 Months
+10.15%
YTD
+9.62%
1 Year
+17.83%
3 Years (annualized)
+12.72%
5 Years (annualized)
+7.06%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAXCX 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)
+9.62%
Peer Avg (YTD)
+9.49%
vs Peers
+0.13%

CAXCX Mutual Fund Performance

CAXCX performance across multiple time periods: 1-month 0.73%, YTD 9.62%, 1-year 17.83%, 3-year 12.72%, 5-year 7.06%, 10-year 9.19%.

CAXCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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