CCAMX Mutual Fund

CCAMX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
-0.94%
3 Months
-0.88%
6 Months
-0.79%
YTD
-0.84%
1 Year
+0.01%
3 Years (annualized)
+3.33%
5 Years (annualized)
+1.09%
10 Years (annualized)
+0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCAMX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit 1-3 Years ex BBB Index(BBGUSGC1T3YEBBBI)
This Mutual Fund (YTD)
-0.84%
Peer Avg (YTD)
+0.50%
vs Peers
-1.34%

CCAMX Mutual Fund Performance

CCAMX performance across multiple time periods: 1-month -0.94%, YTD -0.84%, 1-year 0.01%, 3-year 3.33%, 5-year 1.09%, 10-year 0.94%.

CCAMX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

CCAMX vs another fund shows side-by-side returns. CCAMX alternatives are available in the Mutual Fund Screener.