CCFAX Mutual Fund

CCFAX Mutual Fund

NAV$14.79
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Returns Overview

1 Month
-0.61%
3 Months
+2.32%
6 Months
+4.22%
YTD
+5.74%
1 Year
+13.06%
3 Years (annualized)
+13.80%
5 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCFAX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+5.74%
Peer Avg (YTD)
+6.57%
vs Peers
-0.83%

CCFAX Mutual Fund Performance

CCFAX performance across multiple time periods: 1-month -0.61%, YTD 5.74%, 1-year 13.06%, 3-year 13.80%, 5-year 7.09%.

CCFAX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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