CCMAX Mutual Fund

CCMAX Mutual Fund

NAV$9.34
See how much of CCMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.24%
3 Months
-2.88%
6 Months
-6.00%
YTD
-1.34%
1 Year
-1.96%
3 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCMAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-1.34%
Peer Avg (YTD)
+8.52%
vs Peers
-9.86%

CCMAX Mutual Fund Performance

CCMAX performance across multiple time periods: 1-month 0.24%, YTD -1.34%, 1-year -1.96%, 3-year 7.77%.

CCMAX returns trail the peer average of 8.52% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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