CCGCX Mutual Fund

CCGCX Mutual Fund

NAV$14.85
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Returns Overview

1 Month
-0.74%
3 Months
+4.12%
6 Months
+10.47%
YTD
+13.64%
1 Year
+21.49%
3 Years (annualized)
+13.80%
5 Years (annualized)
+4.31%
10 Years (annualized)
+7.88%

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)
+13.64%
Peer Avg (YTD)
+13.29%
vs Peers
+0.35%

CCGCX Mutual Fund Performance

CCGCX performance across multiple time periods: 1-month -0.74%, YTD 13.64%, 1-year 21.49%, 3-year 13.80%, 5-year 4.31%, 10-year 7.88%.

CCGCX returns outperform the peer average of 13.29% 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.