CAYAX Mutual Fund

CAYAX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-0.33%
3 Months
-1.13%
6 Months
-1.32%
YTD
+0.63%
1 Year
+5.84%
3 Years (annualized)
+3.76%
5 Years (annualized)
-0.11%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAYAX 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 Municipal Bond California 50% Investment Grade/50% High Yield Index
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+0.17%
vs Peers
+0.46%

CAYAX Mutual Fund Performance

CAYAX performance across multiple time periods: 1-month -0.33%, YTD 0.63%, 1-year 5.84%, 3-year 3.76%, 5-year -0.11%, 10-year 1.78%.

CAYAX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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