CCVAX Mutual Fund

CCVAX Mutual Fund

NAV$30.49
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Returns Overview

1 Month
-0.59%
3 Months
+4.94%
6 Months
+4.87%
YTD
+8.10%
1 Year
+6.70%
3 Years (annualized)
+4.49%
5 Years (annualized)
+2.39%
10 Years (annualized)
+8.03%

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)
+8.10%
Peer Avg (YTD)
+15.31%
vs Peers
-7.21%

CCVAX Mutual Fund Performance

CCVAX performance across multiple time periods: 1-month -0.59%, YTD 8.10%, 1-year 6.70%, 3-year 4.49%, 5-year 2.39%, 10-year 8.03%.

CCVAX returns trail the peer average of 15.31% 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.