CCVCX Mutual Fund

CCVCX Mutual Fund

NAV$26.53
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Returns Overview

1 Month
-6.08%
3 Months
+1.74%
6 Months
+10.99%
YTD
+17.13%
1 Year
+26.81%
3 Years (annualized)
+14.27%
5 Years (annualized)
+5.28%
10 Years (annualized)
+10.27%

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
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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
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+17.13%
Peer Avg (YTD)
+13.29%
vs Peers
+3.84%

CCVCX Mutual Fund Performance

CCVCX performance across multiple time periods: 1-month -6.08%, YTD 17.13%, 1-year 26.81%, 3-year 14.27%, 5-year 5.28%, 10-year 10.27%.

CCVCX returns outperform the peer average of 13.29% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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