CAMUX Mutual Fund

CAMUX Mutual Fund

NAV$18.77
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Returns Overview

1 Month
-0.25%
3 Months
+2.83%
6 Months
+8.63%
YTD
+16.50%
1 Year
+15.30%
3 Years (annualized)
+7.13%
5 Years (annualized)
+4.46%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAMUX 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
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📉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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.50%
Peer Avg (YTD)
+9.89%
vs Peers
+6.61%

CAMUX Mutual Fund Performance

CAMUX performance across multiple time periods: 1-month -0.25%, YTD 16.50%, 1-year 15.30%, 3-year 7.13%, 5-year 4.46%, 10-year 10.18%.

CAMUX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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