CAMIX Mutual Fund

CAMIX Mutual Fund

NAV$32.76
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Returns Overview

1 Month
-2.95%
3 Months
+0.98%
6 Months
+6.20%
YTD
+1.80%
1 Year
+5.78%
3 Years (annualized)
+14.13%
5 Years (annualized)
+4.94%
10 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAMIX 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
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📉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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+9.29%
vs Peers
-7.50%

CAMIX Mutual Fund Performance

CAMIX performance across multiple time periods: 1-month -2.95%, YTD 1.80%, 1-year 5.78%, 3-year 14.13%, 5-year 4.94%, 10-year 5.11%.

CAMIX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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