CCRIX Mutual Fund

CCRIX Mutual Fund

NAV$32.26
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Returns Overview

1 Month
-9.24%
3 Months
+4.59%
6 Months
+11.81%
YTD
+17.99%
1 Year
+35.46%
3 Years (annualized)
+21.33%
5 Years (annualized)
+4.95%
10 Years (annualized)
+15.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCRIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.99%
Peer Avg (YTD)
+15.31%
vs Peers
+2.68%

CCRIX Mutual Fund Performance

CCRIX performance across multiple time periods: 1-month -9.24%, YTD 17.99%, 1-year 35.46%, 3-year 21.33%, 5-year 4.95%, 10-year 15.65%.

CCRIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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