CAMMX Mutual Fund

CAMMX Mutual Fund

NAV$18.81
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Returns Overview

1 Month
-5.90%
3 Months
-5.47%
6 Months
+8.13%
YTD
+9.60%
1 Year
+12.31%
3 Years (annualized)
+7.03%
5 Years (annualized)
+4.22%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAMMX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+6.72%
vs Peers
+2.88%

CAMMX Mutual Fund Performance

CAMMX performance across multiple time periods: 1-month -5.90%, YTD 9.60%, 1-year 12.31%, 3-year 7.03%, 5-year 4.22%, 10-year 10.02%.

CAMMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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