CCAPX Mutual Fund

CCAPX Mutual Fund

NAV$12.88
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Returns Overview

1 Month
-3.54%
3 Months
-3.53%
6 Months
-5.74%
YTD
-3.87%
1 Year
+1.59%
3 Years (annualized)
-1.38%
5 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCAPX 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
MSCI ACWI (Net)
This Mutual Fund (YTD)
-3.87%
Peer Avg (YTD)
+0.47%
vs Peers
-4.34%

CCAPX Mutual Fund Performance

CCAPX performance across multiple time periods: 1-month -3.54%, YTD -3.87%, 1-year 1.59%, 3-year -1.38%, 5-year 8.39%.

CCAPX returns trail the peer average of 0.47% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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