CSAAX Mutual Fund

CSAAX Mutual Fund

NAV$7.90
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Returns Overview

1 Month
-1.01%
3 Months
-2.27%
6 Months
-0.53%
YTD
+2.42%
1 Year
+10.64%
3 Years (annualized)
-3.55%
5 Years (annualized)
+0.16%
10 Years (annualized)
-0.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSAAX 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
Credit Suisse Managed Futures Liquid Index(CSLABMF)
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
-0.65%
vs Peers
+3.07%

CSAAX Mutual Fund Performance

CSAAX performance across multiple time periods: 1-month -1.01%, YTD 2.42%, 1-year 10.64%, 3-year -3.55%, 5-year 0.16%, 10-year -0.26%.

CSAAX returns outperform the peer average of -0.65% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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