CADMX Mutual Fund

CADMX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
-5.04%
3 Months
-6.98%
6 Months
-2.85%
YTD
-1.98%
1 Year
+0.35%
3 Years (annualized)
+4.10%
5 Years (annualized)
+0.21%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CADMX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.98%
Peer Avg (YTD)
-3.84%
vs Peers
+1.86%

CADMX Mutual Fund Performance

CADMX performance across multiple time periods: 1-month -5.04%, YTD -1.98%, 1-year 0.35%, 3-year 4.10%, 5-year 0.21%, 10-year 1.71%.

CADMX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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