CCRSX Mutual Fund

NAV$22.04

Returns Overview

1 Month
-8.64%
3 Months
-6.67%
6 Months
+2.61%
YTD
+2.77%
1 Year
+12.01%
3 Years (annualized)
+7.33%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCRSX 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)
+2.77%
Peer Avg (YTD)
+8.71%
vs Peers
-5.94%

CCRSX Mutual Fund Performance

CCRSX performance across multiple time periods: 1-month -8.64%, YTD 2.77%, 1-year 12.01%, 3-year 7.33%, 5-year 6.65%, 10-year 9.62%.

CCRSX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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