CAEAX Mutual Fund

NAV$25.70

Returns Overview

1 Month
+2.23%
3 Months
+2.11%
6 Months
-1.98%
YTD
+5.33%
1 Year
+6.10%
3 Years (annualized)
+9.66%
5 Years (annualized)
+0.70%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAEAX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI AC Europe Small Cap Index(^MSLUACE)
This Mutual Fund (YTD)
+5.33%
Peer Avg (YTD)
+10.44%
vs Peers
-5.11%

CAEAX Mutual Fund Performance

CAEAX performance across multiple time periods: 1-month 2.23%, YTD 5.33%, 1-year 6.10%, 3-year 9.66%, 5-year 0.70%, 10-year 8.71%.

CAEAX returns trail the peer average of 10.44% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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