CAFRX Mutual Fund

NAV$11.45

Returns Overview

1 Month
-0.74%
3 Months
+6.51%
6 Months
+4.49%
YTD
+4.13%
1 Year
+34.84%
3 Years (annualized)
+23.75%
5 Years (annualized)
+10.42%
10 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAFRX 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
MSCI Emerging Markets Index
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+8.36%
vs Peers
-4.22%

CAFRX Mutual Fund Performance

CAFRX performance across multiple time periods: 1-month -0.74%, YTD 4.13%, 1-year 34.84%, 3-year 23.75%, 5-year 10.42%, 10-year 6.87%.

CAFRX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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