CCCRX Mutual Fund

CCCRX Mutual Fund

NAV$42.89
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Returns Overview

1 Month
+0.92%
3 Months
+5.46%
6 Months
+8.88%
YTD
+9.19%
1 Year
+16.37%
3 Years (annualized)
+18.32%
5 Years (annualized)
+11.88%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCCRX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.19%
Peer Avg (YTD)
+9.41%
vs Peers
-0.22%

CCCRX Mutual Fund Performance

CCCRX performance across multiple time periods: 1-month 0.92%, YTD 9.19%, 1-year 16.37%, 3-year 18.32%, 5-year 11.88%, 10-year 14.03%.

CCCRX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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