CACXX Mutual Fund

CACXX Mutual Fund

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Returns Overview

1 Month
+0.18%
3 Months
+0.49%
6 Months
+0.85%
YTD
+1.00%
1 Year
+1.34%
3 Years (annualized)
+2.14%
5 Years (annualized)
+1.75%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CACXX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.00%
Peer Avg (YTD)
+2.36%
vs Peers
-1.35%

CACXX Mutual Fund Performance

CACXX performance across multiple time periods: 1-month 0.18%, YTD 1.00%, 1-year 1.34%, 3-year 2.14%, 5-year 1.75%, 10-year 1.13%.

CACXX returns trail the peer average of 2.36% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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