CAYCX Mutual Fund

CAYCX Mutual Fund

NAV$9.51
See how much of CAYCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.99%
3 Months
-0.38%
6 Months
+0.07%
YTD
+0.53%
1 Year
+6.20%
3 Years (annualized)
+2.58%
5 Years (annualized)
-0.87%
10 Years (annualized)
+1.08%

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)
+0.53%
Peer Avg (YTD)
+0.39%
vs Peers
+0.14%

CAYCX Mutual Fund Performance

CAYCX performance across multiple time periods: 1-month -1.99%, YTD 0.53%, 1-year 6.20%, 3-year 2.58%, 5-year -0.87%, 10-year 1.08%.

CAYCX returns outperform the peer average of 0.39% 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.