CCCCX Mutual Fund

CCCCX Mutual Fund

NAV$5.72
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Returns Overview

1 Month
-8.59%
3 Months
-3.76%
6 Months
-4.72%
YTD
+15.88%
1 Year
+16.44%
3 Years (annualized)
+24.22%
5 Years (annualized)
+20.75%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCCCX 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)
+15.88%
Peer Avg (YTD)
+19.29%
vs Peers
-3.41%

CCCCX Mutual Fund Performance

CCCCX performance across multiple time periods: 1-month -8.59%, YTD 15.88%, 1-year 16.44%, 3-year 24.22%, 5-year 20.75%, 10-year 6.37%.

CCCCX returns trail the peer average of 19.29% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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