CCCAX Mutual Fund

CCCAX Mutual Fund

NAV$7.40
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Returns Overview

1 Month
-8.48%
3 Months
-3.60%
6 Months
-4.35%
YTD
+16.48%
1 Year
+17.31%
3 Years (annualized)
+25.21%
5 Years (annualized)
+21.71%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCCAX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+16.48%
Peer Avg (YTD)
+19.29%
vs Peers
-2.81%

CCCAX Mutual Fund Performance

CCCAX performance across multiple time periods: 1-month -8.48%, YTD 16.48%, 1-year 17.31%, 3-year 25.21%, 5-year 21.71%, 10-year 7.24%.

CCCAX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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