CAAIX Mutual Fund

NAV$44.86

Returns Overview

1 Month
+5.45%
3 Months
+13.79%
6 Months
+15.17%
YTD
+13.77%
1 Year
+30.17%
3 Years (annualized)
+13.74%
5 Years (annualized)
+5.66%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAAIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.77%
Peer Avg (YTD)
+10.82%
vs Peers
+2.95%

CAAIX Mutual Fund Performance

CAAIX performance across multiple time periods: 1-month 5.45%, YTD 13.77%, 1-year 30.17%, 3-year 13.74%, 5-year 5.66%, 10-year 9.08%.

CAAIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

CAAIX performance comparison shows side-by-side returns with another fund. CAAIX alternatives are available in the Mutual Fund Screener.