CCRRX Mutual Fund

NAV$21.90

Returns Overview

1 Month
-8.60%
3 Months
-6.60%
6 Months
+14.45%
YTD
+14.62%
1 Year
+25.14%
3 Years (annualized)
+11.56%
5 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCRRX 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
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+14.62%
Peer Avg (YTD)
+8.71%
vs Peers
+5.91%

CCRRX Mutual Fund Performance

CCRRX performance across multiple time periods: 1-month -8.60%, YTD 14.62%, 1-year 25.14%, 3-year 11.56%, 5-year 9.28%.

CCRRX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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