CCFTX Mutual Fund

CCFTX Mutual Fund

NAV$21.87
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Returns Overview

1 Month
-0.78%
3 Months
+2.08%
6 Months
+3.90%
YTD
+5.47%
1 Year
+12.49%
3 Years (annualized)
+12.14%
5 Years (annualized)
+6.22%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCFTX 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
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📉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)
+5.47%
Peer Avg (YTD)
+6.99%
vs Peers
-1.52%

CCFTX Mutual Fund Performance

CCFTX performance across multiple time periods: 1-month -0.78%, YTD 5.47%, 1-year 12.49%, 3-year 12.14%, 5-year 6.22%, 10-year 9.10%.

CCFTX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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