CXXRX Mutual Fund

CXXRX Mutual Fund

NAV$25.52
See how much of CXXRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.95%
3 Months
+6.23%
6 Months
+14.94%
YTD
+21.37%
1 Year
+33.40%
3 Years (annualized)
+13.06%
5 Years (annualized)
+7.26%
10 Years (annualized)
+10.54%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+21.37%
Peer Avg (YTD)
+15.31%
vs Peers
+6.06%

CXXRX Mutual Fund Performance

CXXRX performance across multiple time periods: 1-month -1.95%, YTD 21.37%, 1-year 33.40%, 3-year 13.06%, 5-year 7.26%, 10-year 10.54%.

CXXRX returns outperform the peer average of 15.31% 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.