CAXAX Mutual Fund

CAXAX Mutual Fund

NAV$21.46
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Returns Overview

1 Month
-2.91%
3 Months
-1.59%
6 Months
+3.95%
YTD
+8.28%
1 Year
+11.55%
3 Years (annualized)
+13.62%
5 Years (annualized)
+7.89%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAXAX 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
MSCI ACWI Value Index(MSCIACWIVI)
This Mutual Fund (YTD)
+8.28%
Peer Avg (YTD)
+10.00%
vs Peers
-1.71%

CAXAX Mutual Fund Performance

CAXAX performance across multiple time periods: 1-month -2.91%, YTD 8.28%, 1-year 11.55%, 3-year 13.62%, 5-year 7.89%, 10-year 9.88%.

CAXAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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