CABIX Mutual Fund

CABIX Mutual Fund

NAV$16.79
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Returns Overview

1 Month
-2.42%
3 Months
-0.66%
6 Months
+4.36%
YTD
+4.96%
1 Year
+7.05%
3 Years (annualized)
+11.20%
5 Years (annualized)
+5.01%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CABIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.96%
Peer Avg (YTD)
+4.96%
vs Peers
-0.01%

CABIX Mutual Fund Performance

CABIX performance across multiple time periods: 1-month -2.42%, YTD 4.96%, 1-year 7.05%, 3-year 11.20%, 5-year 5.01%, 10-year 6.69%.

CABIX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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