CCPAX Mutual Fund

NAV$12.89

Returns Overview

1 Month
-3.56%
3 Months
-3.58%
6 Months
-5.87%
YTD
-3.93%
1 Year
+1.33%
3 Years (annualized)
-1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCPAX 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
MSCI ACWI (Net)
This Mutual Fund (YTD)
-3.93%
Peer Avg (YTD)
+0.47%
vs Peers
-4.40%

CCPAX Mutual Fund Performance

CCPAX performance across multiple time periods: 1-month -3.56%, YTD -3.93%, 1-year 1.33%, 3-year -1.62%.

CCPAX returns trail the peer average of 0.47% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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