CCGCX Mutual Fund

CCGCX Mutual Fund

NAV$14.50
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Returns Overview

1 Month
-1.86%
3 Months
-1.53%
6 Months
+12.48%
YTD
+11.36%
1 Year
+12.12%
3 Years (annualized)
+15.19%
5 Years (annualized)
+4.23%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCGCX 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
Refinitiv Global Convertible Bond Index
This Mutual Fund (YTD)
+11.36%
Peer Avg (YTD)
+10.45%
vs Peers
+0.91%

CCGCX Mutual Fund Performance

CCGCX performance across multiple time periods: 1-month -1.86%, YTD 11.36%, 1-year 12.12%, 3-year 15.19%, 5-year 4.23%, 10-year 7.95%.

CCGCX returns outperform the peer average of 10.45% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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