CAMZX Mutual Fund

CAMZX Mutual Fund

NAV$19.94
See how much of CAMZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.76%
3 Months
+4.75%
6 Months
+13.34%
YTD
+19.20%
1 Year
+27.56%
3 Years (annualized)
+11.85%
5 Years (annualized)
+7.51%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAMZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.20%
Peer Avg (YTD)
+15.31%
vs Peers
+3.89%

CAMZX Mutual Fund Performance

CAMZX performance across multiple time periods: 1-month -1.76%, YTD 19.20%, 1-year 27.56%, 3-year 11.85%, 5-year 7.51%, 10-year 9.22%.

CAMZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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