CCGIX Mutual Fund

NAV$30.58

Returns Overview

1 Month
+1.43%
3 Months
+12.22%
6 Months
+1.61%
YTD
-0.25%
1 Year
+16.50%
3 Years (annualized)
+15.68%
5 Years (annualized)
+7.33%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCGIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+8.97%
vs Peers
-9.22%

CCGIX Mutual Fund Performance

CCGIX performance across multiple time periods: 1-month 1.43%, YTD -0.25%, 1-year 16.50%, 3-year 15.68%, 5-year 7.33%, 10-year 13.03%.

CCGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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