XCCIFX Mutual Fund

NAV$2.80

Returns Overview

1 Month
-9.00%
3 Months
-8.06%
6 Months
-32.48%
YTD
-33.19%
1 Year
-45.16%
3 Years (annualized)
-18.60%
5 Years (annualized)
-11.35%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Barclays Capital Mortgage Backed Securities Index(^LUMSTRUU)
This Mutual Fund (YTD)
-33.19%
Peer Avg (YTD)
+3.23%
vs Peers
-36.42%

XCCIFX Mutual Fund Performance

XCCIFX performance across multiple time periods: 1-month -9.00%, YTD -33.19%, 1-year -45.16%, 3-year -18.60%, 5-year -11.35%.

XCCIFX returns trail the peer average of 3.23% YTD. With an expense ratio of 13.82%, investors should weigh costs against performance when evaluating this mutual fund.

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