CCGTX Mutual Fund

NAV$24.65

Returns Overview

1 Month
+0.33%
3 Months
+11.90%
6 Months
+8.85%
YTD
+8.17%
1 Year
+17.31%
3 Years (annualized)
+15.87%
5 Years (annualized)
+8.08%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCGTX 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 ex US Index
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+7.64%
vs Peers
+0.53%

CCGTX Mutual Fund Performance

CCGTX performance across multiple time periods: 1-month 0.33%, YTD 8.17%, 1-year 17.31%, 3-year 15.87%, 5-year 8.08%, 10-year 10.69%.

CCGTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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