CCYIX Mutual Fund

CCYIX Mutual Fund

NAV$24.54
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Returns Overview

1 Month
-1.71%
3 Months
-0.74%
6 Months
+0.15%
YTD
+4.84%
1 Year
+4.43%
3 Years (annualized)
+4.95%
5 Years (annualized)
-1.97%
10 Years (annualized)
+4.75%

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)
+4.84%
Peer Avg (YTD)
+8.67%
vs Peers
-3.83%

CCYIX Mutual Fund Performance

CCYIX performance across multiple time periods: 1-month -1.71%, YTD 4.84%, 1-year 4.43%, 3-year 4.95%, 5-year -1.97%, 10-year 4.75%.

CCYIX returns trail the peer average of 8.67% 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.