CCAUX Mutual Fund

CCAUX Mutual Fund

NAV$24.86
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Returns Overview

1 Month
-0.37%
3 Months
-1.25%
6 Months
-1.60%
YTD
+0.52%
1 Year
+5.48%
3 Years (annualized)
+4.44%
5 Years (annualized)
-0.28%
10 Years (annualized)
+16.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCAUX 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)
+0.52%
Peer Avg (YTD)
+0.17%
vs Peers
+0.35%

CCAUX Mutual Fund Performance

CCAUX performance across multiple time periods: 1-month -0.37%, YTD 0.52%, 1-year 5.48%, 3-year 4.44%, 5-year -0.28%, 10-year 16.59%.

CCAUX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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