CAIRX Mutual Fund

CAIRX Mutual Fund

NAV$23.81
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Returns Overview

1 Month
-2.81%
3 Months
-0.79%
6 Months
+8.97%
YTD
+4.39%
1 Year
+3.24%
3 Years (annualized)
+7.72%
5 Years (annualized)
-1.72%
10 Years (annualized)
+5.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAIRX 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
MSCI ACWI ex USA SMID Cap Growth Index
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+7.86%
vs Peers
-3.48%

CAIRX Mutual Fund Performance

CAIRX performance across multiple time periods: 1-month -2.81%, YTD 4.39%, 1-year 3.24%, 3-year 7.72%, 5-year -1.72%, 10-year 5.02%.

CAIRX returns trail the peer average of 7.86% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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