CCAZX Mutual Fund

CCAZX Mutual Fund

NAV$24.82
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Returns Overview

1 Month
-0.37%
3 Months
-1.26%
6 Months
-1.62%
YTD
+0.49%
1 Year
+5.45%
3 Years (annualized)
+4.41%
5 Years (annualized)
-0.29%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCAZX 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)
+0.49%
Peer Avg (YTD)
+0.17%
vs Peers
+0.32%

CCAZX Mutual Fund Performance

CCAZX performance across multiple time periods: 1-month -0.37%, YTD 0.49%, 1-year 5.45%, 3-year 4.41%, 5-year -0.29%, 10-year 1.67%.

CCAZX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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