CAMLX Mutual Fund

NAV$53.07

Returns Overview

1 Month
-1.91%
3 Months
+13.09%
6 Months
+4.28%
YTD
+4.19%
1 Year
+11.16%
3 Years (annualized)
+16.85%
5 Years (annualized)
+11.86%
10 Years (annualized)
+16.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAMLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+8.97%
vs Peers
-4.78%

CAMLX Mutual Fund Performance

CAMLX performance across multiple time periods: 1-month -1.91%, YTD 4.19%, 1-year 11.16%, 3-year 16.85%, 5-year 11.86%, 10-year 16.37%.

CAMLX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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