CCBTX Mutual Fund

NAV$13.32

Returns Overview

3 Months
+4.34%
6 Months
+4.01%
YTD
+3.69%
1 Year
+9.06%
3 Years (annualized)
+9.18%
5 Years (annualized)
+4.33%
10 Years (annualized)
+5.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCBTX 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
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+7.64%
vs Peers
-3.95%

CCBTX Mutual Fund Performance

CCBTX performance across multiple time periods: YTD 3.69%, 1-year 9.06%, 3-year 9.18%, 5-year 4.33%, 10-year 5.64%.

CCBTX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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