CCGCX Mutual Fund

NAV$15.06

Returns Overview

1 Month
+0.14%
3 Months
+14.23%
6 Months
+14.50%
YTD
+13.09%
1 Year
+23.77%
3 Years (annualized)
+15.15%
5 Years (annualized)
+6.86%
10 Years (annualized)
+10.81%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Refinitiv Global Convertible Bond Index
This Mutual Fund (YTD)
+13.09%
Peer Avg (YTD)
+18.00%
vs Peers
-4.91%

CCGCX Mutual Fund Performance

CCGCX performance across multiple time periods: 1-month 0.14%, YTD 13.09%, 1-year 23.77%, 3-year 15.15%, 5-year 6.86%, 10-year 10.81%.

CCGCX returns trail the peer average of 18.00% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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