CCVAX Mutual Fund

NAV$29.97

Returns Overview

1 Month
+7.62%
3 Months
+12.53%
6 Months
+9.45%
YTD
+8.74%
1 Year
+4.89%
3 Years (annualized)
+5.59%
5 Years (annualized)
+2.55%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCVAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.74%
Peer Avg (YTD)
+18.52%
vs Peers
-9.78%

CCVAX Mutual Fund Performance

CCVAX performance across multiple time periods: 1-month 7.62%, YTD 8.74%, 1-year 4.89%, 3-year 5.59%, 5-year 2.55%, 10-year 8.52%.

CCVAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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