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CACBX: CACBX (MUTUAL FUND)
Basic Info 19.39 0(0.0%) September 23
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 10/29/2013 |
| 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 | -22.3 | -20.8 | 3.9 | 8.3 | 1.0 | 14.0 | 18.9 | 33.7 | -1.8 | 25.0 | -38.9 | -3.4 | 0.8 | 4.4 |
| SR | NA | -1.15 | -0.91 | 0.14 | 0.34 | 0.02 | 1.09 | 0.53 | 2.49 | -0.19 | 3.01 | -0.7 | -0.21 | 0.05 | 2.51 |
| DD(%) | NA | 23.1 | 23.8 | 38.3 | 38.3 | 50.9 | 7.1 | 38.3 | 6.4 | 19.7 | 3.5 | 45.1 | 13.8 | 12.8 | 3.0 |
| SD(%) | NA | 26.2 | 23.6 | 25.5 | 21.7 | 26.0 | 13.8 | 34.9 | 12.9 | 16.5 | 8.1 | 56.0 | 16.1 | 14.3 | 10.2 |
| TR | NA | -0.37 | -0.27 | 0.04 | 0.08 | 0.01 | 0.18 | 0.2 | 0.33 | -0.04 | 0.27 | -0.61 | -0.04 | 0.01 | 0.25 |
| Alpha(%) | NA | -0.02 | -0.03 | -0.01 | 0.0 | -0.02 | -0.02 | 0.0 | 0.01 | 0.01 | 0.02 | -0.17 | -0.01 | -0.03 | -0.04 |
| Beta(%) | NA | 0.83 | 0.79 | 0.88 | 0.89 | 0.86 | 0.84 | 0.91 | 0.97 | 0.88 | 0.91 | 0.64 | 0.81 | 0.72 | 1.03 |
| RS | NA | 0.62 | 0.58 | 0.76 | 0.78 | 0.44 | 0.66 | 0.85 | 0.9 | 0.81 | 0.62 | 0.04 | 0.59 | 0.35 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2013
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