CCAFX Mutual Fund

NAV$31.55

Returns Overview

1 Month
+2.74%
3 Months
+4.58%
6 Months
+3.10%
YTD
+5.52%
1 Year
+4.01%
3 Years (annualized)
+8.58%
5 Years (annualized)
+5.98%
10 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCAFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+6.89%
vs Peers
-1.37%

CCAFX Mutual Fund Performance

CCAFX performance across multiple time periods: 1-month 2.74%, YTD 5.52%, 1-year 4.01%, 3-year 8.58%, 5-year 5.98%, 10-year 6.41%.

CCAFX returns trail the peer average of 6.89% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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