CAYCX Mutual Fund

NAV$9.59

Returns Overview

1 Month
+1.08%
3 Months
+2.87%
6 Months
+2.57%
YTD
+2.57%
1 Year
+7.13%
3 Years (annualized)
+3.34%
5 Years (annualized)
-0.27%
10 Years (annualized)
+1.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAYCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Municipal Bond California 50% Investment Grade/50% High Yield Index
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+1.98%
vs Peers
+0.59%

CAYCX Mutual Fund Performance

CAYCX performance across multiple time periods: 1-month 1.08%, YTD 2.57%, 1-year 7.13%, 3-year 3.34%, 5-year -0.27%, 10-year 1.27%.

CAYCX returns outperform the peer average of 1.98% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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