CCALX Mutual Fund

CCALX Mutual Fund

NAV$68.51
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Returns Overview

1 Month
-4.69%
3 Months
+3.61%
6 Months
+1.59%
YTD
+3.21%
1 Year
+0.67%
3 Years (annualized)
+1.23%
5 Years (annualized)
-1.29%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCALX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+3.21%
Peer Avg (YTD)
+15.31%
vs Peers
-12.10%

CCALX Mutual Fund Performance

CCALX performance across multiple time periods: 1-month -4.69%, YTD 3.21%, 1-year 0.67%, 3-year 1.23%, 5-year -1.29%, 10-year 9.16%.

CCALX returns trail 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.

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