CASAX Mutual Fund

NAV$11.38

Returns Overview

1 Month
-4.07%
3 Months
+8.84%
6 Months
+8.52%
YTD
+7.68%
1 Year
+25.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CASAX 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

This Mutual Fund (YTD)
+7.68%
Peer Avg (YTD)
+6.73%
vs Peers
+0.95%

CASAX Mutual Fund Performance

CASAX performance across multiple time periods: 1-month -4.07%, YTD 7.68%, 1-year 25.94%.

CASAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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