CCCNX Mutual Fund

CCCNX Mutual Fund

NAV$7.91
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Returns Overview

1 Month
-8.43%
3 Months
-3.50%
6 Months
-4.21%
YTD
+16.70%
1 Year
+17.65%
3 Years (annualized)
+25.61%
5 Years (annualized)
+22.24%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCCNX 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)
+16.70%
Peer Avg (YTD)
+19.29%
vs Peers
-2.59%

CCCNX Mutual Fund Performance

CCCNX performance across multiple time periods: 1-month -8.43%, YTD 16.70%, 1-year 17.65%, 3-year 25.61%, 5-year 22.24%, 10-year 8.05%.

CCCNX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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