CCSMX Mutual Fund

NAV$21.56

Returns Overview

1 Month
-1.46%
3 Months
-2.80%
6 Months
-12.57%
YTD
-8.29%
1 Year
-7.92%
3 Years (annualized)
+1.76%
5 Years (annualized)
-1.40%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCSMX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-8.29%
Peer Avg (YTD)
+10.82%
vs Peers
-19.11%

CCSMX Mutual Fund Performance

CCSMX performance across multiple time periods: 1-month -1.46%, YTD -8.29%, 1-year -7.92%, 3-year 1.76%, 5-year -1.40%, 10-year 9.81%.

CCSMX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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