CADMX Mutual Fund

CADMX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-2.09%
3 Months
-0.30%
6 Months
+0.60%
YTD
+1.11%
1 Year
+7.54%
3 Years (annualized)
+3.63%
5 Years (annualized)
+0.25%
10 Years (annualized)
+1.84%

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
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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+0.23%
vs Peers
+0.88%

CADMX Mutual Fund Performance

CADMX performance across multiple time periods: 1-month -2.09%, YTD 1.11%, 1-year 7.54%, 3-year 3.63%, 5-year 0.25%, 10-year 1.84%.

CADMX returns outperform the peer average of 0.23% 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.