CCWRX Mutual Fund

CCWRX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
-2.39%
3 Months
+4.47%
6 Months
+9.73%
YTD
+7.57%
1 Year
+8.27%
3 Years (annualized)
+14.24%
5 Years (annualized)
+4.92%
10 Years (annualized)
+13.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWRX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+6.23%
vs Peers
+1.33%

CCWRX Mutual Fund Performance

CCWRX performance across multiple time periods: 1-month -2.39%, YTD 7.57%, 1-year 8.27%, 3-year 14.24%, 5-year 4.92%, 10-year 13.21%.

CCWRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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