CCCAX Mutual Fund

CCCAX Mutual Fund

NAV$7.38
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Returns Overview

1 Month
+2.31%
3 Months
-1.02%
6 Months
+16.86%
YTD
+25.03%
1 Year
+24.51%
3 Years (annualized)
+24.33%
5 Years (annualized)
+21.16%
10 Years (annualized)
+7.64%

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
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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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+25.03%
Peer Avg (YTD)
+19.98%
vs Peers
+5.05%

CCCAX Mutual Fund Performance

CCCAX performance across multiple time periods: 1-month 2.31%, YTD 25.03%, 1-year 24.51%, 3-year 24.33%, 5-year 21.16%, 10-year 7.64%.

CCCAX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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