CCCRX Mutual Fund

NAV$43.12

Returns Overview

1 Month
-0.96%
3 Months
+15.00%
6 Months
+8.42%
YTD
+8.19%
1 Year
+19.44%
3 Years (annualized)
+18.22%
5 Years (annualized)
+16.03%
10 Years (annualized)
+16.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCCRX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.19%
Peer Avg (YTD)
+9.51%
vs Peers
-1.31%

CCCRX Mutual Fund Performance

CCCRX performance across multiple time periods: 1-month -0.96%, YTD 8.19%, 1-year 19.44%, 3-year 18.22%, 5-year 16.03%, 10-year 16.84%.

CCCRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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