CCSZX Mutual Fund

NAV$12.39

Returns Overview

1 Month
-6.72%
3 Months
-3.59%
6 Months
+19.43%
YTD
+19.68%
1 Year
+31.00%
3 Years (annualized)
+14.21%
5 Years (annualized)
+11.66%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCSZX 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
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+19.68%
Peer Avg (YTD)
+8.71%
vs Peers
+10.96%

CCSZX Mutual Fund Performance

CCSZX performance across multiple time periods: 1-month -6.72%, YTD 19.68%, 1-year 31.00%, 3-year 14.21%, 5-year 11.66%, 10-year 6.88%.

CCSZX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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