CCRIX Mutual Fund

NAV$35.22

Returns Overview

1 Month
+5.93%
3 Months
+35.35%
6 Months
+30.00%
YTD
+27.28%
1 Year
+54.51%
3 Years (annualized)
+26.53%
5 Years (annualized)
+6.69%
10 Years (annualized)
+17.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCRIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+27.28%
Peer Avg (YTD)
+18.52%
vs Peers
+8.75%

CCRIX Mutual Fund Performance

CCRIX performance across multiple time periods: 1-month 5.93%, YTD 27.28%, 1-year 54.51%, 3-year 26.53%, 5-year 6.69%, 10-year 17.27%.

CCRIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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