CAMSX Mutual Fund

NAV$19.68

Returns Overview

1 Month
+4.58%
3 Months
+17.78%
6 Months
+21.24%
YTD
+19.96%
1 Year
+30.37%
3 Years (annualized)
+13.40%
5 Years (annualized)
+12.54%
10 Years (annualized)
+12.63%

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
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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.96%
Peer Avg (YTD)
+18.52%
vs Peers
+1.44%

CAMSX Mutual Fund Performance

CAMSX performance across multiple time periods: 1-month 4.58%, YTD 19.96%, 1-year 30.37%, 3-year 13.40%, 5-year 12.54%, 10-year 12.63%.

CAMSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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