CCCCX Mutual Fund

CCCCX Mutual Fund

NAV$5.94
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Returns Overview

1 Month
+2.28%
3 Months
-1.15%
6 Months
+16.45%
YTD
+24.66%
1 Year
+23.52%
3 Years (annualized)
+23.17%
5 Years (annualized)
+20.10%
10 Years (annualized)
+6.31%

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
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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)
+24.66%
Peer Avg (YTD)
+19.98%
vs Peers
+4.68%

CCCCX Mutual Fund Performance

CCCCX performance across multiple time periods: 1-month 2.28%, YTD 24.66%, 1-year 23.52%, 3-year 23.17%, 5-year 20.10%, 10-year 6.31%.

CCCCX returns outperform the peer average of 19.98% 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.