CCASX Mutual Fund

CCASX Mutual Fund

NAV$63.00
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Returns Overview

1 Month
-5.38%
3 Months
-11.59%
6 Months
+1.49%
YTD
-4.35%
1 Year
-6.28%
3 Years (annualized)
+0.77%
5 Years (annualized)
-2.42%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCASX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
-4.35%
Peer Avg (YTD)
+10.34%
vs Peers
-14.69%

CCASX Mutual Fund Performance

CCASX performance across multiple time periods: 1-month -5.38%, YTD -4.35%, 1-year -6.28%, 3-year 0.77%, 5-year -2.42%, 10-year 8.42%.

CCASX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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