CCVCX Mutual Fund

NAV$26.58

Returns Overview

1 Month
+1.64%
3 Months
+21.30%
6 Months
+24.71%
YTD
+22.52%
1 Year
+37.49%
3 Years (annualized)
+17.74%
5 Years (annualized)
+6.52%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCVCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+22.52%
Peer Avg (YTD)
+18.00%
vs Peers
+4.52%

CCVCX Mutual Fund Performance

CCVCX performance across multiple time periods: 1-month 1.64%, YTD 22.52%, 1-year 37.49%, 3-year 17.74%, 5-year 6.52%, 10-year 11.44%.

CCVCX returns outperform the peer average of 18.00% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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