CCCRX Mutual Fund

CCCRX Mutual Fund

NAV$43.56
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Returns Overview

1 Month
+2.30%
3 Months
+2.25%
6 Months
+13.27%
YTD
+11.70%
1 Year
+18.03%
3 Years (annualized)
+19.75%
5 Years (annualized)
+11.87%
10 Years (annualized)
+14.26%

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)
+11.70%
Peer Avg (YTD)
+11.21%
vs Peers
+0.49%

CCCRX Mutual Fund Performance

CCCRX performance across multiple time periods: 1-month 2.30%, YTD 11.70%, 1-year 18.03%, 3-year 19.75%, 5-year 11.87%, 10-year 14.26%.

CCCRX returns outperform the peer average of 11.21% 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.