CAISX Mutual Fund

CAISX Mutual Fund

NAV$13.32
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Returns Overview

1 Month
-1.11%
3 Months
-7.47%
6 Months
+12.64%
YTD
+16.87%
1 Year
+9.46%
3 Years (annualized)
+18.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAISX 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 ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+16.87%
Peer Avg (YTD)
+10.69%
vs Peers
+6.18%

CAISX Mutual Fund Performance

CAISX performance across multiple time periods: 1-month -1.11%, YTD 16.87%, 1-year 9.46%, 3-year 18.59%.

CAISX returns outperform the peer average of 10.69% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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