CABIX Mutual Fund

NAV$16.81

Returns Overview

1 Month
-1.19%
3 Months
+5.05%
6 Months
+5.92%
YTD
+5.65%
1 Year
+12.48%
3 Years (annualized)
+10.85%
5 Years (annualized)
+5.01%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CABIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+5.87%
vs Peers
-0.21%

CABIX Mutual Fund Performance

CABIX performance across multiple time periods: 1-month -1.19%, YTD 5.65%, 1-year 12.48%, 3-year 10.85%, 5-year 5.01%, 10-year 6.76%.

CABIX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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