CAMIX Mutual Fund

NAV$34.05

Returns Overview

1 Month
+0.40%
3 Months
+5.17%
6 Months
+1.56%
YTD
+0.80%
1 Year
+8.81%
3 Years (annualized)
+12.03%
5 Years (annualized)
+4.29%
10 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAMIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+9.13%
vs Peers
-8.33%

CAMIX Mutual Fund Performance

CAMIX performance across multiple time periods: 1-month 0.40%, YTD 0.80%, 1-year 8.81%, 3-year 12.03%, 5-year 4.29%, 10-year 5.32%.

CAMIX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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