CCSTX Mutual Fund

NAV$10.08

Returns Overview

1 Month
+0.31%
3 Months
+0.81%
6 Months
+0.89%
YTD
+0.89%
1 Year
+3.18%
3 Years (annualized)
+3.08%
5 Years (annualized)
+1.36%
10 Years (annualized)
+1.18%

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
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
Bloomberg California Short-Intermediate Municipal Index
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+1.98%
vs Peers
-1.08%

CCSTX Mutual Fund Performance

CCSTX performance across multiple time periods: 1-month 0.31%, YTD 0.89%, 1-year 3.18%, 3-year 3.08%, 5-year 1.36%, 10-year 1.18%.

CCSTX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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