CCYIX Mutual Fund

CCYIX Mutual Fund

NAV$24.15
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Returns Overview

1 Month
-2.99%
3 Months
-2.07%
6 Months
-2.79%
YTD
+1.30%
1 Year
+1.49%
3 Years (annualized)
+10.19%
5 Years (annualized)
-2.61%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCYIX 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
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📉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
MSCI ACWI ex USA SMID Cap Growth Index
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+7.47%
vs Peers
-6.18%

CCYIX Mutual Fund Performance

CCYIX performance across multiple time periods: 1-month -2.99%, YTD 1.30%, 1-year 1.49%, 3-year 10.19%, 5-year -2.61%, 10-year 4.70%.

CCYIX returns trail the peer average of 7.47% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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