CAYCX Mutual Fund

CAYCX Mutual Fund

NAV$8.98
See how much of CAYCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.39%
3 Months
-1.32%
6 Months
-1.69%
YTD
+0.13%
1 Year
+5.05%
3 Years (annualized)
+2.98%
5 Years (annualized)
-0.86%
10 Years (annualized)
+1.02%

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

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)
+0.13%
Peer Avg (YTD)
+0.17%
vs Peers
-0.04%

CAYCX Mutual Fund Performance

CAYCX performance across multiple time periods: 1-month -0.39%, YTD 0.13%, 1-year 5.05%, 3-year 2.98%, 5-year -0.86%, 10-year 1.02%.

CAYCX returns trail the peer average of 0.17% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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