CACMX Mutual Fund

CACMX Mutual Fund

NAV$12.01
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Returns Overview

1 Month
-1.01%
3 Months
+1.29%
6 Months
+3.72%
YTD
+4.91%
1 Year
+10.69%
3 Years (annualized)
+7.81%
5 Years (annualized)
+1.57%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CACMX 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)
+4.91%
Peer Avg (YTD)
+3.39%
vs Peers
+1.52%

CACMX Mutual Fund Performance

CACMX performance across multiple time periods: 1-month -1.01%, YTD 4.91%, 1-year 10.69%, 3-year 7.81%, 5-year 1.57%, 10-year 3.79%.

CACMX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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