CCAOX Mutual Fund

CCAOX Mutual Fund

NAV$24.88
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Returns Overview

1 Month
-4.68%
3 Months
-7.29%
6 Months
-4.24%
YTD
-4.65%
1 Year
-3.48%
3 Years (annualized)
+3.68%
5 Years (annualized)
-0.97%
10 Years (annualized)
+15.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCAOX 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
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🏦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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.65%
Peer Avg (YTD)
-3.88%
vs Peers
-0.78%

CCAOX Mutual Fund Performance

CCAOX performance across multiple time periods: 1-month -4.68%, YTD -4.65%, 1-year -3.48%, 3-year 3.68%, 5-year -0.97%, 10-year 15.78%.

CCAOX returns trail the peer average of -3.88% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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