CCIDX Mutual Fund

NAV$24.50

Returns Overview

1 Month
-1.79%
3 Months
+9.79%
6 Months
+6.40%
YTD
+5.17%
1 Year
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCIDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex USA SMID Cap Growth Index
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+9.16%
vs Peers
-3.99%

CCIDX Mutual Fund Performance

CCIDX performance across multiple time periods: 1-month -1.79%, YTD 5.17%, 1-year 2.24%.

CCIDX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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