CAMSX Mutual Fund

CAMSX Mutual Fund

NAV$18.13
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Returns Overview

1 Month
-4.45%
3 Months
-7.11%
6 Months
+9.41%
YTD
+11.43%
1 Year
+13.77%
3 Years (annualized)
+13.29%
5 Years (annualized)
+6.57%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAMSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+11.43%
Peer Avg (YTD)
+10.34%
vs Peers
+1.09%

CAMSX Mutual Fund Performance

CAMSX performance across multiple time periods: 1-month -4.45%, YTD 11.43%, 1-year 13.77%, 3-year 13.29%, 5-year 6.57%, 10-year 8.66%.

CAMSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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