CCRIX Mutual Fund

CCRIX Mutual Fund

NAV$29.71
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Returns Overview

1 Month
-6.55%
3 Months
-10.26%
6 Months
-6.14%
YTD
+5.88%
1 Year
+5.35%
3 Years (annualized)
+22.97%
5 Years (annualized)
+2.40%
10 Years (annualized)
+14.61%

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)
+5.88%
Peer Avg (YTD)
+14.00%
vs Peers
-8.12%

CCRIX Mutual Fund Performance

CCRIX performance across multiple time periods: 1-month -6.55%, YTD 5.88%, 1-year 5.35%, 3-year 22.97%, 5-year 2.40%, 10-year 14.61%.

CCRIX returns trail the peer average of 14.00% 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.