CCACX Mutual Fund

CCACX Mutual Fund

NAV$15.83
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Returns Overview

1 Month
+2.69%
3 Months
+4.40%
6 Months
+2.73%
YTD
+5.03%
1 Year
+10.24%
3 Years (annualized)
+10.14%
5 Years (annualized)
+10.34%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCACX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+6.89%
vs Peers
-1.86%

CCACX Mutual Fund Performance

CCACX performance across multiple time periods: 1-month 2.69%, YTD 5.03%, 1-year 10.24%, 3-year 10.14%, 5-year 10.34%, 10-year 8.17%.

CCACX returns trail the peer average of 6.89% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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