CAUSX Mutual Fund

CAUSX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
+2.70%
3 Months
+0.10%
6 Months
-1.03%
YTD
-1.45%
1 Year
-1.69%
3 Years (annualized)
+3.15%
5 Years (annualized)
-0.46%
10 Years (annualized)
+0.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAUSX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury Index
This Mutual Fund (YTD)
-1.45%
Peer Avg (YTD)
+0.72%
vs Peers
-2.17%

CAUSX Mutual Fund Performance

CAUSX performance across multiple time periods: 1-month 2.70%, YTD -1.45%, 1-year -1.69%, 3-year 3.15%, 5-year -0.46%, 10-year 0.40%.

CAUSX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

CAUSX vs another fund shows side-by-side returns. CAUSX alternatives are available in the Mutual Fund Screener.