CCRZX Mutual Fund

CCRZX Mutual Fund

NAV$17.19
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Returns Overview

1 Month
+2.91%
3 Months
+3.54%
6 Months
+12.15%
YTD
+11.13%
1 Year
+17.95%
3 Years (annualized)
+19.13%
5 Years (annualized)
+11.30%
10 Years (annualized)
+14.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCRZX 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
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📉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)
+11.13%
Peer Avg (YTD)
+11.21%
vs Peers
-0.09%

CCRZX Mutual Fund Performance

CCRZX performance across multiple time periods: 1-month 2.91%, YTD 11.13%, 1-year 17.95%, 3-year 19.13%, 5-year 11.30%, 10-year 14.32%.

CCRZX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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