CABNX Mutual Fund

CABNX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
-2.45%
3 Months
-0.73%
6 Months
+4.27%
YTD
+4.81%
1 Year
+6.75%
3 Years (annualized)
+10.94%
5 Years (annualized)
+4.76%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CABNX 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)
+4.81%
Peer Avg (YTD)
+4.96%
vs Peers
-0.16%

CABNX Mutual Fund Performance

CABNX performance across multiple time periods: 1-month -2.45%, YTD 4.81%, 1-year 6.75%, 3-year 10.94%, 5-year 4.76%, 10-year 6.39%.

CABNX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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