CCWCX Mutual Fund

CCWCX Mutual Fund

NAV$15.64
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Returns Overview

1 Month
-0.63%
3 Months
-1.29%
6 Months
-2.80%
YTD
-1.90%
1 Year
+0.06%
3 Years (annualized)
+1.56%
5 Years (annualized)
-3.39%
10 Years (annualized)
-0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWCX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-1.90%
Peer Avg (YTD)
+0.25%
vs Peers
-2.15%

CCWCX Mutual Fund Performance

CCWCX performance across multiple time periods: 1-month -0.63%, YTD -1.90%, 1-year 0.06%, 3-year 1.56%, 5-year -3.39%, 10-year -0.74%.

CCWCX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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