CASCX Mutual Fund

CASCX Mutual Fund

NAV$12.02
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Returns Overview

1 Month
+1.89%
3 Months
+8.33%
6 Months
+17.71%
YTD
+16.32%
1 Year
+23.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CASCX 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
PROUpgrade to run
🏦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)
+16.32%
Peer Avg (YTD)
+6.10%
vs Peers
+10.22%

CASCX Mutual Fund Performance

CASCX performance across multiple time periods: 1-month 1.89%, YTD 16.32%, 1-year 23.79%.

CASCX returns outperform the peer average of 6.10% YTD. With an expense ratio of 3.04%, investors should weigh costs against performance when evaluating this mutual fund.

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