CCPIX Mutual Fund

NAV$40.70

Returns Overview

1 Month
+2.76%
3 Months
+4.64%
6 Months
+3.23%
YTD
+5.70%
1 Year
+4.29%
3 Years (annualized)
+8.85%
5 Years (annualized)
+6.24%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCPIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+6.89%
vs Peers
-1.19%

CCPIX Mutual Fund Performance

CCPIX performance across multiple time periods: 1-month 2.76%, YTD 5.70%, 1-year 4.29%, 3-year 8.85%, 5-year 6.24%, 10-year 6.73%.

CCPIX returns trail the peer average of 6.89% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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