CCSAX Mutual Fund

NAV$11.89

Returns Overview

1 Month
+6.26%
3 Months
-1.90%
6 Months
+19.86%
YTD
+27.44%
1 Year
+30.60%
3 Years (annualized)
+13.88%
5 Years (annualized)
+11.36%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCSAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+27.44%
Peer Avg (YTD)
+8.71%
vs Peers
+18.73%

CCSAX Mutual Fund Performance

CCSAX performance across multiple time periods: 1-month 6.26%, YTD 27.44%, 1-year 30.60%, 3-year 13.88%, 5-year 11.36%, 10-year 6.63%.

CCSAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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