CCIZX Mutual Fund

CCIZX Mutual Fund

NAV$307.53
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Returns Overview

1 Month
+4.36%
3 Months
+1.72%
6 Months
+38.29%
YTD
+52.84%
1 Year
+81.90%
3 Years (annualized)
+42.86%
5 Years (annualized)
+24.15%
10 Years (annualized)
+26.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCIZX 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
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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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+52.84%
Peer Avg (YTD)
+14.35%
vs Peers
+38.49%

CCIZX Mutual Fund Performance

CCIZX performance across multiple time periods: 1-month 4.36%, YTD 52.84%, 1-year 81.90%, 3-year 42.86%, 5-year 24.15%, 10-year 26.85%.

CCIZX returns outperform the peer average of 14.35% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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