CAMSX Mutual Fund

CAMSX Mutual Fund

NAV$18.96
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Returns Overview

1 Month
-1.75%
3 Months
+4.72%
6 Months
+13.24%
YTD
+19.11%
1 Year
+27.31%
3 Years (annualized)
+11.83%
5 Years (annualized)
+7.30%
10 Years (annualized)
+9.03%

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)
+19.11%
Peer Avg (YTD)
+15.31%
vs Peers
+3.80%

CAMSX Mutual Fund Performance

CAMSX performance across multiple time periods: 1-month -1.75%, YTD 19.11%, 1-year 27.31%, 3-year 11.83%, 5-year 7.30%, 10-year 9.03%.

CAMSX returns outperform the peer average of 15.31% 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.