CCCMX Mutual Fund

CCCMX Mutual Fund

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Returns Overview

1 Month
+0.33%
3 Months
-0.38%
6 Months
-1.61%
YTD
+0.13%
1 Year
+2.15%
3 Years (annualized)
+3.15%
5 Years (annualized)
+1.11%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCCMX 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
Bloomberg California Short-Intermediate Municipal Index
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+0.17%
vs Peers
-0.05%

CCCMX Mutual Fund Performance

CCCMX performance across multiple time periods: 1-month 0.33%, YTD 0.13%, 1-year 2.15%, 3-year 3.15%, 5-year 1.11%, 10-year 1.23%.

CCCMX returns trail the peer average of 0.17% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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