CCETX Mutual Fund

CCETX Mutual Fund

NAV$19.11
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Returns Overview

1 Month
-0.57%
3 Months
+1.70%
6 Months
+3.18%
YTD
+4.59%
1 Year
+11.02%
3 Years (annualized)
+11.02%
5 Years (annualized)
+5.50%
10 Years (annualized)
+7.90%

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)
+4.59%
Peer Avg (YTD)
+6.99%
vs Peers
-2.40%

CCETX Mutual Fund Performance

CCETX performance across multiple time periods: 1-month -0.57%, YTD 4.59%, 1-year 11.02%, 3-year 11.02%, 5-year 5.50%, 10-year 7.90%.

CCETX returns trail the peer average of 6.99% 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.