CCFAX Mutual Fund

CCFAX Mutual Fund

NAV$14.50
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Returns Overview

1 Month
-2.38%
3 Months
-2.05%
6 Months
+6.61%
YTD
+4.21%
1 Year
+7.30%
3 Years (annualized)
+14.82%
5 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCFAX 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 US Aggregate Index
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+6.10%
vs Peers
-1.89%

CCFAX Mutual Fund Performance

CCFAX performance across multiple time periods: 1-month -2.38%, YTD 4.21%, 1-year 7.30%, 3-year 14.82%, 5-year 6.88%.

CCFAX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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