XCCIFX Mutual Fund

XCCIFX Mutual Fund

NAV$2.80
See how much of XCCIFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.58%
3 Months
-11.22%
6 Months
-29.66%
YTD
-31.47%
1 Year
-36.28%
3 Years (annualized)
-14.58%
5 Years (annualized)
-10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would XCCIFX 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
Barclays Capital Mortgage Backed Securities Index(^LUMSTRUU)
This Mutual Fund (YTD)
-31.47%
Peer Avg (YTD)
+0.12%
vs Peers
-31.59%

XCCIFX Mutual Fund Performance

XCCIFX performance across multiple time periods: 1-month 2.58%, YTD -31.47%, 1-year -36.28%, 3-year -14.58%, 5-year -10.28%.

XCCIFX returns trail the peer average of 0.12% YTD. With an expense ratio of 13.82%, investors should weigh costs against performance when evaluating this mutual fund.

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