CASCX Mutual Fund

NAV$11.20

Returns Overview

1 Month
-4.13%
3 Months
+8.66%
6 Months
+8.23%
YTD
+7.37%
1 Year
+25.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CASCX 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)
+7.37%
Peer Avg (YTD)
+6.73%
vs Peers
+0.65%

CASCX Mutual Fund Performance

CASCX performance across multiple time periods: 1-month -4.13%, YTD 7.37%, 1-year 25.13%.

CASCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 3.04%, investors should weigh costs against performance when evaluating this mutual fund.

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