CCBTX Mutual Fund

CCBTX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
+0.61%
3 Months
+0.61%
6 Months
+1.29%
YTD
+4.31%
1 Year
+7.89%
3 Years (annualized)
+9.69%
5 Years (annualized)
+4.29%
10 Years (annualized)
+5.65%

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
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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
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+8.76%
vs Peers
-4.44%

CCBTX Mutual Fund Performance

CCBTX performance across multiple time periods: 1-month 0.61%, YTD 4.31%, 1-year 7.89%, 3-year 9.69%, 5-year 4.29%, 10-year 5.65%.

CCBTX returns trail the peer average of 8.76% 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.