CCSGX Mutual Fund

NAV$23.36

Returns Overview

1 Month
+3.28%
3 Months
+6.98%
6 Months
-3.92%
YTD
-3.64%
1 Year
-7.71%
3 Years (annualized)
+2.00%
5 Years (annualized)
-1.16%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCSGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-3.64%
Peer Avg (YTD)
+10.82%
vs Peers
-14.45%

CCSGX Mutual Fund Performance

CCSGX performance across multiple time periods: 1-month 3.28%, YTD -3.64%, 1-year -7.71%, 3-year 2.00%, 5-year -1.16%, 10-year 10.26%.

CCSGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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