CXXRX Mutual Fund

CXXRX Mutual Fund

NAV$24.89
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Returns Overview

1 Month
+3.11%
3 Months
-3.23%
6 Months
+2.80%
YTD
+16.26%
1 Year
+20.41%
3 Years (annualized)
+18.11%
5 Years (annualized)
+5.94%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CXXRX 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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+16.26%
Peer Avg (YTD)
+12.21%
vs Peers
+4.05%

CXXRX Mutual Fund Performance

CXXRX performance across multiple time periods: 1-month 3.11%, YTD 16.26%, 1-year 20.41%, 3-year 18.11%, 5-year 5.94%, 10-year 10.46%.

CXXRX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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