UK markets closed

Cavanal Hill Funds - Cavanal Hill Active Core Fund (AABAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.27-0.00 (-0.04%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return5.07%
5-year average return5.55%
Number of years up8
Number of years down2
Best 1-yr total return (3 Feb 2019)17.07%
Worst 1-yr total return (3 Feb 2019)-4.81%
Best 3-yr total return17.07%
Worst 3-yr total return4.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAABAXCategory
YTD-2.32%9.69%
1-month-0.22%0.91%
3-month-2.20%5.21%
1-year7.38%27.06%
3-year10.36%11.00%
5-year8.74%10.26%
10-year7.61%8.34%
Last bull market14.07%15.58%
Last bear market-9.37%-12.16%

Annual total return (%) history

Year
AABAXCategory
2021
11.48%N/A
2020
12.80%11.72%
2019
17.07%19.23%
2018
-4.81%-5.76%
2017
12.08%13.21%
2016
6.08%7.34%
2015
-0.64%-1.93%
2014
8.57%6.21%
2013
14.41%16.48%
2012
9.50%11.72%
2011
N/A-0.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.35%4.02%-0.45%4.17%
2020-10.48%11.16%4.93%8.03%
20198.32%2.93%1.18%3.78%
2018-0.83%0.88%2.61%-7.27%
20173.39%1.71%2.45%4.04%
20161.99%1.29%2.21%0.47%
20152.33%-0.88%-4.01%2.06%
20142.27%3.04%-0.36%3.41%
20135.64%0.41%2.91%4.80%
20126.54%-1.64%3.95%0.53%
2011-8.04%6.90%N/AN/A

Rank in category (by total return)

YTD14
1-month14
3-month26
1-year49
3-year51
5-year67

Load adjusted returns

1-year7.48%
3-year10.48%
5-year8.28%
10-year7.69%