CCALX Mutual Fund

NAV$71.56

Returns Overview

1 Month
+7.24%
3 Months
+14.86%
6 Months
+8.36%
YTD
+8.29%
1 Year
+4.61%
3 Years (annualized)
+3.27%
5 Years (annualized)
+2.15%
10 Years (annualized)
+10.91%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+8.29%
Peer Avg (YTD)
+18.52%
vs Peers
-10.23%

CCALX Mutual Fund Performance

CCALX performance across multiple time periods: 1-month 7.24%, YTD 8.29%, 1-year 4.61%, 3-year 3.27%, 5-year 2.15%, 10-year 10.91%.

CCALX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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