CAAMX Mutual Fund

CAAMX Mutual Fund

NAV$11.84
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Returns Overview

1 Month
-2.02%
3 Months
-1.53%
6 Months
+5.09%
YTD
+4.69%
1 Year
+7.06%
3 Years (annualized)
+10.08%
5 Years (annualized)
+2.51%
10 Years (annualized)
+4.88%

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)
+4.69%
Peer Avg (YTD)
+2.46%
vs Peers
+2.24%

CAAMX Mutual Fund Performance

CAAMX performance across multiple time periods: 1-month -2.02%, YTD 4.69%, 1-year 7.06%, 3-year 10.08%, 5-year 2.51%, 10-year 4.88%.

CAAMX returns outperform the peer average of 2.46% 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.