CAAMX Mutual Fund

CAAMX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
+1.42%
3 Months
+0.08%
6 Months
+2.11%
YTD
+7.23%
1 Year
+11.19%
3 Years (annualized)
+6.87%
5 Years (annualized)
-0.55%
10 Years (annualized)
+0.77%

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)
+7.23%
Peer Avg (YTD)
+3.78%
vs Peers
+3.45%

CAAMX Mutual Fund Performance

CAAMX performance across multiple time periods: 1-month 1.42%, YTD 7.23%, 1-year 11.19%, 3-year 6.87%, 5-year -0.55%, 10-year 0.77%.

CAAMX returns outperform the peer average of 3.78% 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.