CCISX Mutual Fund

NAV$12.96

Returns Overview

1 Month
-6.25%
3 Months
+21.55%
6 Months
+28.30%
YTD
+26.01%
1 Year
+22.51%
3 Years (annualized)
+20.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCISX 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 USA Small Cap Index (Net)
This Mutual Fund (YTD)
+26.01%
Peer Avg (YTD)
+11.18%
vs Peers
+14.83%

CCISX Mutual Fund Performance

CCISX performance across multiple time periods: 1-month -6.25%, YTD 26.01%, 1-year 22.51%, 3-year 20.96%.

CCISX returns outperform the peer average of 11.18% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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