CAMWX Mutual Fund

CAMWX Mutual Fund

NAV$28.48
See how much of CAMWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.92%
3 Months
-2.43%
6 Months
+8.89%
YTD
+8.81%
1 Year
+15.68%
3 Years (annualized)
+17.40%
5 Years (annualized)
+10.48%
10 Years (annualized)
+12.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAMWX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+10.00%
vs Peers
-1.19%

CAMWX Mutual Fund Performance

CAMWX performance across multiple time periods: 1-month -5.92%, YTD 8.81%, 1-year 15.68%, 3-year 17.40%, 5-year 10.48%, 10-year 12.59%.

CAMWX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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