CASAX Mutual Fund

CASAX Mutual Fund

NAV$12.23
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Returns Overview

1 Month
+1.95%
3 Months
+8.57%
6 Months
+18.17%
YTD
+16.91%
1 Year
+24.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CASAX 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

This Mutual Fund (YTD)
+16.91%
Peer Avg (YTD)
+6.10%
vs Peers
+10.81%

CASAX Mutual Fund Performance

CASAX performance across multiple time periods: 1-month 1.95%, YTD 16.91%, 1-year 24.57%.

CASAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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