CACMX Mutual Fund

CACMX Mutual Fund

NAV$11.69
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Returns Overview

1 Month
+0.52%
3 Months
-0.24%
6 Months
+1.05%
YTD
+4.66%
1 Year
+5.90%
3 Years (annualized)
+10.35%
5 Years (annualized)
+1.93%
10 Years (annualized)
+4.07%

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)
+4.66%
Peer Avg (YTD)
+2.95%
vs Peers
+1.70%

CACMX Mutual Fund Performance

CACMX performance across multiple time periods: 1-month 0.52%, YTD 4.66%, 1-year 5.90%, 3-year 10.35%, 5-year 1.93%, 10-year 4.07%.

CACMX returns outperform the peer average of 2.95% 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.