CAEIX Mutual Fund

CAEIX Mutual Fund

NAV$15.06
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Returns Overview

1 Month
-4.97%
3 Months
-8.69%
6 Months
-0.73%
YTD
+4.55%
1 Year
+10.99%
3 Years (annualized)
+11.78%
5 Years (annualized)
+3.70%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAEIX 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
Alerian Global Alternative Energy Index
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+7.86%
vs Peers
-3.31%

CAEIX Mutual Fund Performance

CAEIX performance across multiple time periods: 1-month -4.97%, YTD 4.55%, 1-year 10.99%, 3-year 11.78%, 5-year 3.70%, 10-year 10.94%.

CAEIX returns trail the peer average of 7.86% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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