CCIZX Mutual Fund

NAV$293.29

Returns Overview

1 Month
+5.70%
3 Months
+50.09%
6 Months
+58.83%
YTD
+54.96%
1 Year
+109.89%
3 Years (annualized)
+50.43%
5 Years (annualized)
+28.29%
10 Years (annualized)
+30.02%

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
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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+54.96%
Peer Avg (YTD)
+16.06%
vs Peers
+38.89%

CCIZX Mutual Fund Performance

CCIZX performance across multiple time periods: 1-month 5.70%, YTD 54.96%, 1-year 109.89%, 3-year 50.43%, 5-year 28.29%, 10-year 30.02%.

CCIZX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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