CAFCX Mutual Fund

NAV$33.60

Returns Overview

1 Month
-1.18%
3 Months
-7.74%
6 Months
-6.09%
YTD
-5.72%
1 Year
+14.21%
3 Years (annualized)
+18.13%
5 Years (annualized)
+11.02%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAFCX 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

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)
-5.72%
Peer Avg (YTD)
+8.97%
vs Peers
-14.70%

CAFCX Mutual Fund Performance

CAFCX performance across multiple time periods: 1-month -1.18%, YTD -5.72%, 1-year 14.21%, 3-year 18.13%, 5-year 11.02%, 10-year 14.60%.

CAFCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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