CCATX Mutual Fund

NAV$12.61

Returns Overview

3 Months
+3.73%
6 Months
+3.64%
YTD
+3.30%
1 Year
+8.46%
3 Years (annualized)
+8.77%
5 Years (annualized)
+4.17%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCATX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.30%
Peer Avg (YTD)
+7.64%
vs Peers
-4.34%

CCATX Mutual Fund Performance

CCATX performance across multiple time periods: YTD 3.30%, 1-year 8.46%, 3-year 8.77%, 5-year 4.17%, 10-year 5.26%.

CCATX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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