CAMWX Mutual Fund

CAMWX Mutual Fund

NAV$27.94
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Returns Overview

1 Month
+0.31%
3 Months
+4.55%
6 Months
+7.73%
YTD
+15.65%
1 Year
+22.87%
3 Years (annualized)
+17.40%
5 Years (annualized)
+10.48%
10 Years (annualized)
+12.59%

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)
+15.65%
Peer Avg (YTD)
+12.44%
vs Peers
+3.21%

CAMWX Mutual Fund Performance

CAMWX performance across multiple time periods: 1-month 0.31%, YTD 15.65%, 1-year 22.87%, 3-year 17.40%, 5-year 10.48%, 10-year 12.59%.

CAMWX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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