CCATX Mutual Fund

CCATX Mutual Fund

NAV$12.68
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Returns Overview

1 Month
+0.08%
3 Months
+1.05%
6 Months
+2.12%
YTD
+3.38%
1 Year
+8.63%
3 Years (annualized)
+8.34%
5 Years (annualized)
+4.03%
10 Years (annualized)
+5.11%

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
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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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+6.99%
vs Peers
-3.61%

CCATX Mutual Fund Performance

CCATX performance across multiple time periods: 1-month 0.08%, YTD 3.38%, 1-year 8.63%, 3-year 8.34%, 5-year 4.03%, 10-year 5.11%.

CCATX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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