CCIDX Mutual Fund

CCIDX Mutual Fund

NAV$24.73
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Returns Overview

1 Month
-1.70%
3 Months
-0.75%
6 Months
+0.11%
YTD
+4.77%
1 Year
+4.33%
3 Years (annualized)
+4.84%
5 Years (annualized)
-2.06%
10 Years (annualized)
+4.64%

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
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📉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 ex USA SMID Cap Growth Index
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+8.67%
vs Peers
-3.90%

CCIDX Mutual Fund Performance

CCIDX performance across multiple time periods: 1-month -1.70%, YTD 4.77%, 1-year 4.33%, 3-year 4.84%, 5-year -2.06%, 10-year 4.64%.

CCIDX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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