CCCCX Mutual Fund

NAV$5.96

Returns Overview

1 Month
+1.06%
3 Months
-1.54%
6 Months
+21.23%
YTD
+19.75%
1 Year
+19.18%
3 Years (annualized)
+23.93%
5 Years (annualized)
+18.75%
10 Years (annualized)
+5.98%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+19.75%
Peer Avg (YTD)
+14.02%
vs Peers
+5.72%

CCCCX Mutual Fund Performance

CCCCX performance across multiple time periods: 1-month 1.06%, YTD 19.75%, 1-year 19.18%, 3-year 23.93%, 5-year 18.75%, 10-year 5.98%.

CCCCX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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