CCDVX Mutual Fund

NAV$19.28

Returns Overview

1 Month
+2.37%
3 Months
+15.60%
6 Months
+6.24%
YTD
+9.41%
1 Year
+16.92%
3 Years (annualized)
+13.97%
5 Years (annualized)
+13.42%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCDVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+6.09%
vs Peers
+3.32%

CCDVX Mutual Fund Performance

CCDVX performance across multiple time periods: 1-month 2.37%, YTD 9.41%, 1-year 16.92%, 3-year 13.97%, 5-year 13.42%, 10-year 11.28%.

CCDVX returns outperform the peer average of 6.09% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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