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CACAX: CACAX (MUTUAL FUND)
Basic Info 20.35 0(0.0%) September 23
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 07/09/2018 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 09/23/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -7.0 | -21.9 | -20.2 | 4.7 | 9.1 | 0.9 | 16.7 | 19.8 | 34.8 | -1.1 | 26.0 | -42.9 | -2.7 | 1.6 | 4.5 |
| SR | NA | -1.14 | -0.89 | 0.17 | 0.38 | 0.01 | 1.2 | 0.56 | 2.58 | -0.15 | 3.16 | -0.68 | -0.17 | 0.11 | 2.63 |
| DD(%) | NA | 23.0 | 23.6 | 38.3 | 38.3 | 54.1 | 7.1 | 38.3 | 6.3 | 19.5 | 3.4 | 48.9 | 13.6 | 12.5 | 2.9 |
| SD(%) | NA | 26.1 | 23.5 | 25.4 | 21.7 | 27.8 | 13.9 | 34.9 | 12.9 | 16.5 | 8.0 | 63.3 | 16.2 | 14.3 | 10.1 |
| TR | NA | -0.38 | -0.27 | 0.05 | 0.09 | 0.0 | 0.21 | 0.21 | 0.35 | -0.03 | 0.28 | -0.71 | -0.03 | 0.02 | 0.26 |
| Alpha(%) | NA | -0.02 | -0.03 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | 0.02 | 0.01 | 0.02 | -0.19 | -0.01 | -0.02 | -0.03 |
| Beta(%) | NA | 0.79 | 0.76 | 0.88 | 0.88 | 0.85 | 0.8 | 0.91 | 0.97 | 0.88 | 0.9 | 0.61 | 0.81 | 0.71 | 1.01 |
| RS | NA | 0.56 | 0.54 | 0.75 | 0.77 | 0.4 | 0.62 | 0.85 | 0.9 | 0.81 | 0.62 | 0.03 | 0.59 | 0.34 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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