CAVAX Mutual Fund

CAVAX Mutual Fund

NAV$19.09
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Returns Overview

1 Month
-1.57%
3 Months
+2.67%
6 Months
+14.25%
YTD
+10.43%
1 Year
+13.84%
3 Years (annualized)
+17.57%
5 Years (annualized)
+8.98%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAVAX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+9.98%
vs Peers
+0.45%

CAVAX Mutual Fund Performance

CAVAX performance across multiple time periods: 1-month -1.57%, YTD 10.43%, 1-year 13.84%, 3-year 17.57%, 5-year 8.98%, 10-year 12.12%.

CAVAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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