CAFEX Mutual Fund

CAFEX Mutual Fund

NAV$42.25
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Returns Overview

1 Month
-1.47%
3 Months
-0.26%
6 Months
+15.12%
YTD
+5.03%
1 Year
+8.19%
3 Years (annualized)
+17.43%
5 Years (annualized)
+9.80%
10 Years (annualized)
+14.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAFEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+8.68%
vs Peers
-3.65%

CAFEX Mutual Fund Performance

CAFEX performance across multiple time periods: 1-month -1.47%, YTD 5.03%, 1-year 8.19%, 3-year 17.43%, 5-year 9.80%, 10-year 14.54%.

CAFEX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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