CCTRX Mutual Fund

NAV$14.37

Returns Overview

1 Month
+7.20%
3 Months
+17.86%
6 Months
+23.92%
YTD
+23.11%
1 Year
+52.90%
3 Years (annualized)
+20.92%
5 Years (annualized)
+10.09%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCTRX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.11%
Peer Avg (YTD)
+18.52%
vs Peers
+4.59%

CCTRX Mutual Fund Performance

CCTRX performance across multiple time periods: 1-month 7.20%, YTD 23.11%, 1-year 52.90%, 3-year 20.92%, 5-year 10.09%, 10-year 11.29%.

CCTRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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