CAACX Mutual Fund

CAACX Mutual Fund

NAV$26.33
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Returns Overview

1 Month
-1.91%
3 Months
-1.10%
6 Months
+14.04%
YTD
+9.23%
1 Year
+13.00%
3 Years (annualized)
+14.56%
5 Years (annualized)
+6.24%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAACX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+6.10%
vs Peers
+3.13%

CAACX Mutual Fund Performance

CAACX performance across multiple time periods: 1-month -1.91%, YTD 9.23%, 1-year 13.00%, 3-year 14.56%, 5-year 6.24%, 10-year 9.93%.

CAACX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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