CCBTX Mutual Fund

CCBTX Mutual Fund

NAV$13.38
See how much of CCBTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+1.23%
6 Months
+2.40%
YTD
+3.69%
1 Year
+9.15%
3 Years (annualized)
+8.68%
5 Years (annualized)
+4.17%
10 Years (annualized)
+5.47%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+6.99%
vs Peers
-3.31%

CCBTX Mutual Fund Performance

CCBTX performance across multiple time periods: YTD 3.69%, 1-year 9.15%, 3-year 8.68%, 5-year 4.17%, 10-year 5.47%.

CCBTX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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