CAXCX Mutual Fund

CAXCX Mutual Fund

NAV$20.64
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Returns Overview

1 Month
-2.97%
3 Months
-1.79%
6 Months
+3.58%
YTD
+7.66%
1 Year
+10.70%
3 Years (annualized)
+13.84%
5 Years (annualized)
+7.68%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAXCX 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)
+7.66%
Peer Avg (YTD)
+10.00%
vs Peers
-2.34%

CAXCX Mutual Fund Performance

CAXCX performance across multiple time periods: 1-month -2.97%, YTD 7.66%, 1-year 10.70%, 3-year 13.84%, 5-year 7.68%, 10-year 8.42%.

CAXCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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