CCWRX Mutual Fund

CCWRX Mutual Fund

NAV$10.17
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Returns Overview

1 Month
+2.46%
3 Months
+3.58%
6 Months
+25.12%
YTD
+14.14%
1 Year
+15.12%
3 Years (annualized)
+26.81%
5 Years (annualized)
+16.43%
10 Years (annualized)
+30.56%

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)
+14.14%
Peer Avg (YTD)
+8.68%
vs Peers
+5.46%

CCWRX Mutual Fund Performance

CCWRX performance across multiple time periods: 1-month 2.46%, YTD 14.14%, 1-year 15.12%, 3-year 26.81%, 5-year 16.43%, 10-year 30.56%.

CCWRX returns outperform the peer average of 8.68% 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.