CCGSX Mutual Fund

NAV$30.17

Returns Overview

1 Month
+1.44%
3 Months
+12.18%
6 Months
+1.48%
YTD
-0.32%
1 Year
+16.28%
3 Years (annualized)
+15.99%
5 Years (annualized)
+7.39%
10 Years (annualized)
+12.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCGSX 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
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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)
-0.32%
Peer Avg (YTD)
+8.97%
vs Peers
-9.29%

CCGSX Mutual Fund Performance

CCGSX performance across multiple time periods: 1-month 1.44%, YTD -0.32%, 1-year 16.28%, 3-year 15.99%, 5-year 7.39%, 10-year 12.95%.

CCGSX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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