CAHEX Mutual Fund

NAV$20.63

Returns Overview

1 Month
-0.83%
3 Months
+7.90%
6 Months
+5.53%
YTD
+5.31%
1 Year
+12.49%
3 Years (annualized)
+12.21%
5 Years (annualized)
+7.84%
10 Years (annualized)
+8.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAHEX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+12.13%
vs Peers
-6.82%

CAHEX Mutual Fund Performance

CAHEX performance across multiple time periods: 1-month -0.83%, YTD 5.31%, 1-year 12.49%, 3-year 12.21%, 5-year 7.84%, 10-year 8.21%.

CAHEX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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