CCQYX Mutual Fund

CCQYX Mutual Fund

NAV$16.92
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Returns Overview

1 Month
+2.10%
3 Months
+4.09%
6 Months
+7.69%
YTD
+8.04%
1 Year
+17.88%
3 Years (annualized)
+17.26%
5 Years (annualized)
+11.62%
10 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCQYX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.04%
Peer Avg (YTD)
+9.41%
vs Peers
-1.37%

CCQYX Mutual Fund Performance

CCQYX performance across multiple time periods: 1-month 2.10%, YTD 8.04%, 1-year 17.88%, 3-year 17.26%, 5-year 11.62%, 10-year 14.04%.

CCQYX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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