CCASX Mutual Fund

NAV$67.10

Returns Overview

1 Month
-3.85%
3 Months
+2.10%
6 Months
-2.41%
YTD
+2.47%
1 Year
+4.40%
3 Years (annualized)
+3.07%
5 Years (annualized)
+1.98%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCASX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+2.47%
Peer Avg (YTD)
+18.52%
vs Peers
-16.05%

CCASX Mutual Fund Performance

CCASX performance across multiple time periods: 1-month -3.85%, YTD 2.47%, 1-year 4.40%, 3-year 3.07%, 5-year 1.98%, 10-year 10.70%.

CCASX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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