CAFRX Mutual Fund

CAFRX Mutual Fund

NAV$11.82
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Returns Overview

1 Month
-4.85%
3 Months
-2.64%
6 Months
+3.70%
YTD
+1.38%
1 Year
+18.01%
3 Years (annualized)
+25.61%
5 Years (annualized)
+10.39%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAFRX 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 Emerging Markets Index
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+8.60%
vs Peers
-7.23%

CAFRX Mutual Fund Performance

CAFRX performance across multiple time periods: 1-month -4.85%, YTD 1.38%, 1-year 18.01%, 3-year 25.61%, 5-year 10.39%, 10-year 7.09%.

CAFRX returns trail the peer average of 8.60% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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