CCGEX Mutual Fund

CCGEX Mutual Fund

NAV$14.19
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Returns Overview

1 Month
-5.99%
3 Months
+0.22%
6 Months
+6.97%
YTD
+12.34%
1 Year
+16.75%
3 Years (annualized)
+20.78%
5 Years (annualized)
+9.43%
10 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCGEX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.34%
Peer Avg (YTD)
+6.23%
vs Peers
+6.11%

CCGEX Mutual Fund Performance

CCGEX performance across multiple time periods: 1-month -5.99%, YTD 12.34%, 1-year 16.75%, 3-year 20.78%, 5-year 9.43%, 10-year 13.25%.

CCGEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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