CAAMX Mutual Fund

CAAMX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-0.91%
3 Months
+1.48%
6 Months
+4.09%
YTD
+5.35%
1 Year
+11.52%
3 Years (annualized)
+8.62%
5 Years (annualized)
+2.34%
10 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAAMX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+3.39%
vs Peers
+1.97%

CAAMX Mutual Fund Performance

CAAMX performance across multiple time periods: 1-month -0.91%, YTD 5.35%, 1-year 11.52%, 3-year 8.62%, 5-year 2.34%, 10-year 4.97%.

CAAMX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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