CACMX Mutual Fund

CACMX Mutual Fund

NAV$11.74
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Returns Overview

1 Month
-2.08%
3 Months
-1.75%
6 Months
+4.65%
YTD
+4.12%
1 Year
+6.30%
3 Years (annualized)
+6.90%
5 Years (annualized)
-0.56%
10 Years (annualized)
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CACMX 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 Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+4.12%
Peer Avg (YTD)
+2.46%
vs Peers
+1.66%

CACMX Mutual Fund Performance

CACMX performance across multiple time periods: 1-month -2.08%, YTD 4.12%, 1-year 6.30%, 3-year 6.90%, 5-year -0.56%, 10-year 0.74%.

CACMX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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