CADMX Mutual Fund

CADMX Mutual Fund

NAV$11.42
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Returns Overview

1 Month
+3.40%
3 Months
-2.12%
6 Months
-1.37%
YTD
+1.35%
1 Year
+1.96%
3 Years (annualized)
+9.43%
5 Years (annualized)
+3.84%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CADMX 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
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📉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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
-0.87%
vs Peers
+2.22%

CADMX Mutual Fund Performance

CADMX performance across multiple time periods: 1-month 3.40%, YTD 1.35%, 1-year 1.96%, 3-year 9.43%, 5-year 3.84%, 10-year 5.26%.

CADMX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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