CCCCX Mutual Fund

CCCCX Mutual Fund

NAV$5.65
See how much of CCCCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.41%
3 Months
+6.43%
6 Months
+7.73%
YTD
+28.33%
1 Year
+26.73%
3 Years (annualized)
+24.22%
5 Years (annualized)
+20.75%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCCCX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+28.33%
Peer Avg (YTD)
+25.30%
vs Peers
+3.03%

CCCCX Mutual Fund Performance

CCCCX performance across multiple time periods: 1-month 2.41%, YTD 28.33%, 1-year 26.73%, 3-year 24.22%, 5-year 20.75%, 10-year 6.37%.

CCCCX returns outperform the peer average of 25.30% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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