CAFFX Mutual Fund

CAFFX Mutual Fund

NAV$44.04
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Returns Overview

6 Months
+13.06%
YTD
+3.23%
1 Year
+6.46%
3 Years (annualized)
+16.58%
5 Years (annualized)
+9.40%
10 Years (annualized)
+14.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAFFX 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
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📉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)
+3.23%
Peer Avg (YTD)
+8.68%
vs Peers
-5.45%

CAFFX Mutual Fund Performance

CAFFX performance across multiple time periods: YTD 3.23%, 1-year 6.46%, 3-year 16.58%, 5-year 9.40%, 10-year 14.53%.

CAFFX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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