CCOYX Mutual Fund

NAV$292.24

Returns Overview

1 Month
+5.70%
3 Months
+50.13%
6 Months
+58.89%
YTD
+55.02%
1 Year
+110.07%
3 Years (annualized)
+50.60%
5 Years (annualized)
+28.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCOYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+55.02%
Peer Avg (YTD)
+16.06%
vs Peers
+38.96%

CCOYX Mutual Fund Performance

CCOYX performance across multiple time periods: 1-month 5.70%, YTD 55.02%, 1-year 110.07%, 3-year 50.60%, 5-year 28.43%.

CCOYX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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