CCATX Mutual Fund

CCATX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
+0.56%
3 Months
+0.64%
6 Months
+0.88%
YTD
+3.96%
1 Year
+7.31%
3 Years (annualized)
+9.27%
5 Years (annualized)
+4.16%
10 Years (annualized)
+5.29%

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)
+3.96%
Peer Avg (YTD)
+8.76%
vs Peers
-4.80%

CCATX Mutual Fund Performance

CCATX performance across multiple time periods: 1-month 0.56%, YTD 3.96%, 1-year 7.31%, 3-year 9.27%, 5-year 4.16%, 10-year 5.29%.

CCATX returns trail the peer average of 8.76% 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.