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CAUSX: U.S. GOVERNMENT SECURITIES FUND DIRECT SHARES (MUTUAL FUND)
Basic Info 9.16 0.04(0.43%) June 05
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 01/31/1986 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 2.94% |
| Expenses | 1.23% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/31/1986 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | -0.8 | 2.3 | 1.8 | -0.5 | 0.4 | 0.9 | 1.7 | 4.3 | 4.9 | -0.2 | 3.0 | -7.8 | -3.0 | 5.3 | 5.0 | 0.4 | 0.9 | 0.2 | 0.5 | 2.8 | -2.8 | 0.8 | 7.0 | 5.8 | -4.9 | 8.7 | 6.1 | 2.6 | 1.6 | 3.1 | 1.7 | 9.0 | 4.6 | 13.0 | -4.9 | 12.1 | 9.3 | -0.5 | 23.4 | -7.0 | 15.2 | 7.7 | 17.5 | 8.6 | 13.5 | 7.3 | 1.3 | 10.9 |
| Sharpe Ratio | NA | -0.95 | -0.07 | -0.28 | -0.61 | -0.3 | NA | NA | 0.42 | 0.39 | -0.73 | -0.11 | -1.99 | -1.42 | 1.3 | 1.18 | -0.42 | 0.1 | 0.0 | 0.14 | 1.25 | -1.1 | 0.28 | 1.83 | 1.1 | -0.59 | 1.55 | 1.21 | -0.35 | -0.26 | 0.67 | 0.23 | 1.83 | 0.36 | 2.04 | -1.5 | 1.3 | 1.29 | -0.49 | 3.29 | -1.23 | 1.81 | 0.79 | 2.68 | 0.61 | 1.79 | 0.62 | -0.36 | 1.73 |
| Draw Down(%) | NA | 3.9 | 3.9 | 5.7 | 12.9 | 15.1 | NA | NA | 15.1 | 3.9 | 4.7 | 6.7 | 9.8 | 3.4 | 3.1 | 1.8 | 2.2 | 1.7 | 4.8 | 2.5 | 1.1 | 3.9 | 1.9 | 2.0 | 3.0 | 8.8 | 2.9 | 1.5 | 2.2 | 2.6 | 3.6 | 4.8 | 2.8 | 6.0 | 3.0 | 6.4 | 5.0 | 2.6 | 9.0 | 3.2 | 11.0 | 5.5 | 4.8 | 2.3 | 3.3 | 2.1 | 2.3 | 9.1 | 4.1 |
| Standard Deviation(%) | NA | 4.6 | 4.5 | 5.2 | 4.9 | 4.0 | NA | NA | 4.9 | 5.1 | 5.2 | 5.7 | 4.7 | 2.1 | 3.9 | 3.0 | 2.3 | 2.4 | 3.0 | 3.4 | 2.3 | 2.6 | 2.5 | 3.8 | 5.2 | 8.5 | 5.0 | 2.5 | 2.5 | 2.7 | 3.2 | 4.5 | 4.3 | 6.2 | 4.3 | 5.5 | 6.6 | 4.4 | 8.4 | 5.9 | 8.2 | 7.2 | 6.5 | 5.1 | 5.0 | 4.2 | 3.8 | 8.0 | 4.4 |
| Treynor Ratio | NA | -0.03 | 0.0 | -0.01 | -0.02 | -0.01 | NA | NA | 0.01 | 0.01 | -0.03 | 0.0 | -0.07 | -0.02 | 0.03 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.02 | 0.01 | 0.04 | 0.04 | -0.02 | 0.07 | 0.04 | -0.01 | -0.01 | 0.02 | 0.01 | 0.06 | 0.02 | 0.08 | -0.05 | 0.05 | 0.05 | -0.02 | 0.14 | -0.05 | 0.07 | 0.03 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.02 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.02 | 0.01 | 0.01 | -0.02 | 0.03 | -0.01 | 0.03 | 0.0 | 0.05 | NA | NA | NA | NA | NA |
| Beta | NA | 1.4 | 1.41 | 1.38 | 1.34 | 1.35 | NA | NA | 1.47 | 1.39 | 1.35 | 1.24 | 1.42 | 1.25 | 1.97 | 1.25 | 1.07 | 1.45 | 1.59 | 1.78 | 1.55 | 1.79 | 1.28 | 1.83 | 1.41 | 2.76 | 1.16 | 0.76 | 0.7 | 1.02 | 1.25 | 1.65 | 1.23 | 1.45 | 1.06 | 1.57 | 1.73 | 1.13 | 2.15 | 1.43 | 2.17 | 1.82 | 1.55 | 1.08 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.45 | 0.41 | 0.42 | 0.53 | 0.51 | NA | NA | 0.39 | 0.38 | 0.44 | 0.6 | 0.78 | 0.39 | 0.47 | 0.56 | 0.35 | 0.41 | 0.52 | 0.58 | 0.59 | 0.48 | 0.26 | 0.5 | 0.36 | 0.55 | 0.58 | 0.58 | 0.31 | 0.41 | 0.66 | 0.73 | 0.63 | 0.57 | 0.36 | 0.49 | 0.49 | 0.35 | 0.6 | 0.51 | 0.53 | 0.28 | 0.46 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.3 | 3.2 | 3.0 | 2.1 | 1.7 | 1.7 | 2.2 | N/A | 3.2 | 3.1 | 2.3 | 1.2 | 1.1 | 1.2 | 1.5 | 1.4 | 1.4 | 1.7 | 1.4 | 1.7 | 1.5 | 1.8 | 1.9 | 2.4 | 3.3 | 3.6 | 4.1 | 3.1 | 3.4 | 3.9 | 4.1 | 5.5 | 6.5 | 5.9 | 5.4 | 7.7 | 6.7 | 7.1 | 7.0 | 6.0 | 6.7 | 6.9 | 8.5 | 8.4 | 9.2 | 9.2 | 9.3 | 8.1 |
| Dividend Growth(%) | N/A | -57.3 | 1.0 | 121.9 | 58.0 | -27.5 | -64.0 | -67.8 | N/A | -0.3 | 33.0 | 72.7 | 7.6 | -4.0 | -16.3 | 4.2 | -0.2 | -18.6 | 22.4 | -16.9 | 3.0 | -13.5 | -3.5 | -17.7 | -31.9 | -5.1 | -10.9 | 32.3 | -9.4 | -13.3 | -6.7 | -24.3 | -17.6 | 19.1 | -3.1 | -27.8 | 19.4 | -12.6 | 17.4 | 2.1 | -4.6 | -1.1 | -13.7 | 1.5 | -4.8 | -2.6 | -8.8 | 16.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/1986
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* Day change on 06/05/2026.Latest Articles Related to CAUSX
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