CCAMX Mutual Fund

CCAMX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
+0.92%
3 Months
+0.11%
6 Months
-0.01%
YTD
+0.08%
1 Year
+0.78%
3 Years (annualized)
+3.30%
5 Years (annualized)
+1.17%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCAMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit 1-3 Years ex BBB Index(BBGUSGC1T3YEBBBI)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+0.72%
vs Peers
-0.65%

CCAMX Mutual Fund Performance

CCAMX performance across multiple time periods: 1-month 0.92%, YTD 0.08%, 1-year 0.78%, 3-year 3.30%, 5-year 1.17%, 10-year 0.92%.

CCAMX returns trail the peer average of 0.72% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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