CABCX Mutual Fund

CABCX Mutual Fund

NAV$13.49
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Returns Overview

1 Month
-1.97%
3 Months
-2.04%
6 Months
+0.90%
YTD
+5.65%
1 Year
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CABCX 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(SPX)
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+6.38%
vs Peers
-0.73%

CABCX Mutual Fund Performance

CABCX performance across multiple time periods: 1-month -1.97%, YTD 5.65%, 1-year 7.81%.

CABCX returns trail the peer average of 6.38% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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