CCSTX Mutual Fund

CCSTX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
-0.39%
3 Months
+0.10%
6 Months
-0.10%
YTD
+0.49%
1 Year
+2.17%
3 Years (annualized)
+2.90%
5 Years (annualized)
+1.26%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCSTX 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
Bloomberg California Short-Intermediate Municipal Index
This Mutual Fund (YTD)
+0.49%
Peer Avg (YTD)
+0.39%
vs Peers
+0.11%

CCSTX Mutual Fund Performance

CCSTX performance across multiple time periods: 1-month -0.39%, YTD 0.49%, 1-year 2.17%, 3-year 2.90%, 5-year 1.26%, 10-year 1.31%.

CCSTX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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