EXCAX Mutual Fund

EXCAX Mutual Fund

NAV$16.55
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Returns Overview

1 Month
-1.91%
3 Months
-0.48%
6 Months
-0.08%
YTD
+0.50%
1 Year
+6.01%
3 Years (annualized)
+3.59%
5 Years (annualized)
+0.75%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXCAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+0.50%
Peer Avg (YTD)
+0.39%
vs Peers
+0.11%

EXCAX Mutual Fund Performance

EXCAX performance across multiple time periods: 1-month -1.91%, YTD 0.50%, 1-year 6.01%, 3-year 3.59%, 5-year 0.75%, 10-year 2.14%.

EXCAX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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