CAMZX Mutual Fund

CAMZX Mutual Fund

NAV$19.08
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Returns Overview

1 Month
-4.43%
3 Months
-7.06%
6 Months
+9.53%
YTD
+11.65%
1 Year
+14.04%
3 Years (annualized)
+13.64%
5 Years (annualized)
+6.87%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAMZX 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)
+11.65%
Peer Avg (YTD)
+10.34%
vs Peers
+1.31%

CAMZX Mutual Fund Performance

CAMZX performance across multiple time periods: 1-month -4.43%, YTD 11.65%, 1-year 14.04%, 3-year 13.64%, 5-year 6.87%, 10-year 8.89%.

CAMZX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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