CAUKX Mutual Fund

CAUKX Mutual Fund

NAV$8.82
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Returns Overview

1 Month
-2.84%
3 Months
-4.18%
6 Months
-4.11%
YTD
-4.39%
1 Year
-4.19%
3 Years (annualized)
+1.47%
5 Years (annualized)
-1.18%
10 Years (annualized)
-0.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAUKX 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

Benchmark
Bloomberg US Treasury Index
This Mutual Fund (YTD)
-4.39%
Peer Avg (YTD)
+0.50%
vs Peers
-4.89%

CAUKX Mutual Fund Performance

CAUKX performance across multiple time periods: 1-month -2.84%, YTD -4.39%, 1-year -4.19%, 3-year 1.47%, 5-year -1.18%, 10-year -0.19%.

CAUKX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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