CCGEX Mutual Fund

CCGEX Mutual Fund

NAV$13.09
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Returns Overview

1 Month
-4.90%
3 Months
-1.98%
6 Months
-1.76%
YTD
+8.42%
1 Year
+6.25%
3 Years (annualized)
+23.98%
5 Years (annualized)
+7.78%
10 Years (annualized)
+13.17%

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)
+8.42%
Peer Avg (YTD)
+5.23%
vs Peers
+3.19%

CCGEX Mutual Fund Performance

CCGEX performance across multiple time periods: 1-month -4.90%, YTD 8.42%, 1-year 6.25%, 3-year 23.98%, 5-year 7.78%, 10-year 13.17%.

CCGEX returns outperform the peer average of 5.23% 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.