CCAUX Mutual Fund

NAV$26.50

Returns Overview

1 Month
+1.59%
3 Months
+3.67%
6 Months
+3.41%
YTD
+3.41%
1 Year
+8.61%
3 Years (annualized)
+4.82%
5 Years (annualized)
+0.36%
10 Years (annualized)
+0.54%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+1.98%
vs Peers
+1.43%

CCAUX Mutual Fund Performance

CCAUX performance across multiple time periods: 1-month 1.59%, YTD 3.41%, 1-year 8.61%, 3-year 4.82%, 5-year 0.36%, 10-year 0.54%.

CCAUX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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