CAMSX Mutual Fund

CAMSX Mutual Fund

NAV$17.91
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Returns Overview

1 Month
+1.94%
3 Months
-3.62%
6 Months
+0.93%
YTD
+13.60%
1 Year
+17.25%
3 Years (annualized)
+16.00%
5 Years (annualized)
+6.39%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAMSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.60%
Peer Avg (YTD)
+12.21%
vs Peers
+1.39%

CAMSX Mutual Fund Performance

CAMSX performance across multiple time periods: 1-month 1.94%, YTD 13.60%, 1-year 17.25%, 3-year 16.00%, 5-year 6.39%, 10-year 8.88%.

CAMSX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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