CASIX Mutual Fund

CASIX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
+2.02%
3 Months
+8.70%
6 Months
+18.36%
YTD
+17.10%
1 Year
+24.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CASIX 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)
+17.10%
Peer Avg (YTD)
+6.10%
vs Peers
+11.00%

CASIX Mutual Fund Performance

CASIX performance across multiple time periods: 1-month 2.02%, YTD 17.10%, 1-year 24.99%.

CASIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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