CCCAX Mutual Fund

NAV$7.40

Returns Overview

1 Month
+1.67%
3 Months
-0.78%
6 Months
+22.20%
YTD
+20.83%
1 Year
+20.95%
3 Years (annualized)
+25.12%
5 Years (annualized)
+19.76%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCCAX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+20.83%
Peer Avg (YTD)
+14.02%
vs Peers
+6.81%

CCCAX Mutual Fund Performance

CCCAX performance across multiple time periods: 1-month 1.67%, YTD 20.83%, 1-year 20.95%, 3-year 25.12%, 5-year 19.76%, 10-year 6.88%.

CCCAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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