CAMWX Mutual Fund

CAMWX Mutual Fund

NAV$29.81
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Returns Overview

1 Month
+0.82%
3 Months
+11.61%
6 Months
+12.45%
YTD
+11.52%
1 Year
+22.61%
3 Years (annualized)
+16.95%
5 Years (annualized)
+10.46%
10 Years (annualized)
+13.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAMWX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.52%
Peer Avg (YTD)
+9.49%
vs Peers
+2.03%

CAMWX Mutual Fund Performance

CAMWX performance across multiple time periods: 1-month 0.82%, YTD 11.52%, 1-year 22.61%, 3-year 16.95%, 5-year 10.46%, 10-year 13.17%.

CAMWX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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