CCSZX Mutual Fund

CCSZX Mutual Fund

NAV$13.33
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Returns Overview

1 Month
+6.69%
3 Months
-2.02%
6 Months
+15.19%
YTD
+27.69%
1 Year
+39.93%
3 Years (annualized)
+14.04%
5 Years (annualized)
+12.64%
10 Years (annualized)
+8.27%

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
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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
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+27.69%
Peer Avg (YTD)
+14.43%
vs Peers
+13.26%

CCSZX Mutual Fund Performance

CCSZX performance across multiple time periods: 1-month 6.69%, YTD 27.69%, 1-year 39.93%, 3-year 14.04%, 5-year 12.64%, 10-year 8.27%.

CCSZX returns outperform the peer average of 14.43% YTD. With an expense ratio of 0.86%, 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.