CCARX Mutual Fund

CCARX Mutual Fund

NAV$27.15
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Returns Overview

1 Month
+0.48%
3 Months
+0.42%
6 Months
+4.75%
YTD
+4.36%
1 Year
+8.19%
3 Years (annualized)
-1.36%
5 Years (annualized)
+0.64%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCARX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+2.62%
vs Peers
+1.74%

CCARX Mutual Fund Performance

CCARX performance across multiple time periods: 1-month 0.48%, YTD 4.36%, 1-year 8.19%, 3-year -1.36%, 5-year 0.64%, 10-year 2.14%.

CCARX returns outperform the peer average of 2.62% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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