CCETX Mutual Fund

CCETX Mutual Fund

NAV$18.96
See how much of CCETX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.90%
3 Months
-0.78%
6 Months
+0.90%
YTD
+3.77%
1 Year
+5.40%
3 Years (annualized)
+14.19%
5 Years (annualized)
+5.28%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCETX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+6.70%
vs Peers
-2.93%

CCETX Mutual Fund Performance

CCETX performance across multiple time periods: 1-month 0.90%, YTD 3.77%, 1-year 5.40%, 3-year 14.19%, 5-year 5.28%, 10-year 8.15%.

CCETX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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