CCSZX Mutual Fund

CCSZX Mutual Fund

NAV$12.56
See how much of CCSZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.37%
3 Months
+5.96%
6 Months
+3.81%
YTD
+35.29%
1 Year
+38.13%
3 Years (annualized)
+16.93%
5 Years (annualized)
+12.11%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCSZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+35.29%
Peer Avg (YTD)
+20.18%
vs Peers
+15.11%

CCSZX Mutual Fund Performance

CCSZX performance across multiple time periods: 1-month -0.37%, YTD 35.29%, 1-year 38.13%, 3-year 16.93%, 5-year 12.11%, 10-year 8.71%.

CCSZX returns outperform the peer average of 20.18% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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