CAIBX Mutual Fund

CAIBX Mutual Fund

NAV$81.66
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Returns Overview

1 Month
-3.67%
3 Months
-0.81%
6 Months
+5.24%
YTD
+6.45%
1 Year
+10.26%
3 Years (annualized)
+22.37%
5 Years (annualized)
+14.14%
10 Years (annualized)
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAIBX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.45%
Peer Avg (YTD)
+5.22%
vs Peers
+1.22%

CAIBX Mutual Fund Performance

CAIBX performance across multiple time periods: 1-month -3.67%, YTD 6.45%, 1-year 10.26%, 3-year 22.37%, 5-year 14.14%, 10-year 12.79%.

CAIBX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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