CACMX Mutual Fund

NAV$11.94

Returns Overview

1 Month
+0.27%
3 Months
+6.51%
6 Months
+6.35%
YTD
+5.97%
1 Year
+11.61%
3 Years (annualized)
+8.65%
5 Years (annualized)
+1.96%
10 Years (annualized)
+4.08%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+4.14%
vs Peers
+1.83%

CACMX Mutual Fund Performance

CACMX performance across multiple time periods: 1-month 0.27%, YTD 5.97%, 1-year 11.61%, 3-year 8.65%, 5-year 1.96%, 10-year 4.08%.

CACMX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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