CCVAX Mutual Fund

CCVAX Mutual Fund

NAV$29.69
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Returns Overview

1 Month
+3.13%
3 Months
-3.78%
6 Months
+0.97%
YTD
+4.01%
1 Year
+4.49%
3 Years (annualized)
+9.11%
5 Years (annualized)
+0.98%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCVAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.01%
Peer Avg (YTD)
+12.21%
vs Peers
-8.20%

CCVAX Mutual Fund Performance

CCVAX performance across multiple time periods: 1-month 3.13%, YTD 4.01%, 1-year 4.49%, 3-year 9.11%, 5-year 0.98%, 10-year 7.99%.

CCVAX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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