CCLTX Mutual Fund

NAV$21.49

Returns Overview

1 Month
+0.46%
3 Months
+15.02%
6 Months
+10.83%
YTD
+10.05%
1 Year
+20.36%
3 Years (annualized)
+17.27%
5 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCLTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.05%
Peer Avg (YTD)
+7.64%
vs Peers
+2.41%

CCLTX Mutual Fund Performance

CCLTX performance across multiple time periods: 1-month 0.46%, YTD 10.05%, 1-year 20.36%, 3-year 17.27%, 5-year 8.57%.

CCLTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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