CANEX Mutual Fund

NAV$9.00

Returns Overview

1 Month
-0.32%
3 Months
-0.32%
6 Months
-1.18%
YTD
-1.18%
1 Year
+1.16%
3 Years (annualized)
+2.58%
5 Years (annualized)
-1.21%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CANEX 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)
-1.18%
Peer Avg (YTD)
+3.23%
vs Peers
-4.40%

CANEX Mutual Fund Performance

CANEX performance across multiple time periods: 1-month -0.32%, YTD -1.18%, 1-year 1.16%, 3-year 2.58%, 5-year -1.21%, 10-year 1.47%.

CANEX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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