Camelot Mutual Funds List
Here you can find all mutual funds issued by Camelot and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.98%
- Avg. 1 Year Return
- 7.12%
- Avg. 5 Year Return
- 6.07%
- Median Risk/Return Score
- 53 / 100
Camelot Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Camelot Event Driven Fund Class A | Event Driven | Nov 21, 2003 | 2.22% | 3.30% | 7.27% | 0.74% | 52 | ||||||||
| Camelot Event-Driven Fund Institutional Class | Event Driven | Jun 7, 2010 | 1.74% | 3.49% | 7.33% | 0.87% | 54 |
Explore top Camelot Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Camelot Mutual funds by Risk/Return Score
The top Camelot Mutual funds by PortfoliosLab Risk/Return Score are EVDIX (54) and EVDAX (52).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Camelot Event-Driven Fund Institutional Class | 54 | — | Jun 2010 | |
| Camelot Event Driven Fund Class A | 52 | — | Nov 2003 |
Best-Performing Camelot Mutual funds Over 5 Years
The top Camelot Mutual funds is EVDAX (6.09%).
Across the lineup, Camelot Mutual funds show an average 1-year return of 7.12% and an average 5-year return of 6.07%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Camelot Event Driven Fund Class A | 6.09% | — | Nov 2003 | |
| Camelot Event-Driven Fund Institutional Class | 6.04% | — | Jun 2010 |
Lowest-Cost Camelot Mutual funds
The top Camelot Mutual funds is EVDIX (1.74%).
With an average expense ratio of 1.98%, Camelot Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Camelot Event-Driven Fund Institutional Class | 1.74% | — | Jun 2010 | |
| Camelot Event Driven Fund Class A | 2.22% | — | Nov 2003 |
Highest-Yield Camelot Mutual funds
The top Camelot Mutual funds is EVDIX (0.87%).
Across the lineup, Camelot Mutual funds show an average dividend yield of 0.81%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Camelot Event-Driven Fund Institutional Class | 0.87% | — | Jun 2010 | |
| Camelot Event Driven Fund Class A | 0.74% | — | Nov 2003 |
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Top Mutual funds Comparisons
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