CCLAX Mutual Fund

NAV$19.56

Returns Overview

1 Month
+0.49%
3 Months
+6.41%
6 Months
+4.62%
YTD
+4.40%
1 Year
+9.74%
3 Years (annualized)
+8.64%
5 Years (annualized)
+3.40%
10 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCLAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.40%
Peer Avg (YTD)
+4.14%
vs Peers
+0.25%

CCLAX Mutual Fund Performance

CCLAX performance across multiple time periods: 1-month 0.49%, YTD 4.40%, 1-year 9.74%, 3-year 8.64%, 5-year 3.40%, 10-year 5.91%.

CCLAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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