CAYAX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
+1.04%
3 Months
+2.96%
6 Months
+2.84%
YTD
+2.84%
1 Year
+7.82%
3 Years (annualized)
+4.08%
5 Years (annualized)
+0.46%
10 Years (annualized)
+2.02%

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
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📉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

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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
S&P Municipal Bond California 50% Investment Grade/50% High Yield Index
This Mutual Fund (YTD)
+2.84%
Peer Avg (YTD)
+1.98%
vs Peers
+0.86%

CAYAX Mutual Fund Performance

CAYAX performance across multiple time periods: 1-month 1.04%, YTD 2.84%, 1-year 7.82%, 3-year 4.08%, 5-year 0.46%, 10-year 2.02%.

CAYAX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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