CCETX Mutual Fund

CCETX Mutual Fund

NAV$18.81
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Returns Overview

1 Month
+0.89%
3 Months
+0.42%
6 Months
+2.77%
YTD
+5.52%
1 Year
+10.07%
3 Years (annualized)
+12.74%
5 Years (annualized)
+5.78%
10 Years (annualized)
+8.20%

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
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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+8.76%
vs Peers
-3.24%

CCETX Mutual Fund Performance

CCETX performance across multiple time periods: 1-month 0.89%, YTD 5.52%, 1-year 10.07%, 3-year 12.74%, 5-year 5.78%, 10-year 8.20%.

CCETX returns trail the peer average of 8.76% 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.