CAUKX Mutual Fund

NAV$9.06

Returns Overview

1 Month
+0.25%
3 Months
+0.07%
6 Months
-0.33%
YTD
-0.23%
1 Year
+1.28%
3 Years (annualized)
+1.53%
5 Years (annualized)
-0.83%
10 Years (annualized)
-0.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAUKX 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 Treasury Index
This Mutual Fund (YTD)
-0.23%
Peer Avg (YTD)
+3.23%
vs Peers
-3.45%

CAUKX Mutual Fund Performance

CAUKX performance across multiple time periods: 1-month 0.25%, YTD -0.23%, 1-year 1.28%, 3-year 1.53%, 5-year -0.83%, 10-year -0.11%.

CAUKX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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