CCCNX Mutual Fund

NAV$8.20

Returns Overview

1 Month
+1.29%
3 Months
-1.12%
6 Months
+21.92%
YTD
+20.45%
1 Year
+20.57%
3 Years (annualized)
+25.24%
5 Years (annualized)
+19.99%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCCNX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+20.45%
Peer Avg (YTD)
+14.02%
vs Peers
+6.43%

CCCNX Mutual Fund Performance

CCCNX performance across multiple time periods: 1-month 1.29%, YTD 20.45%, 1-year 20.57%, 3-year 25.24%, 5-year 19.99%, 10-year 7.37%.

CCCNX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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