CCGEX Mutual Fund

CCGEX Mutual Fund

NAV$14.02
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Returns Overview

1 Month
+2.86%
3 Months
-4.55%
6 Months
+7.91%
YTD
+15.54%
1 Year
+19.75%
3 Years (annualized)
+22.57%
5 Years (annualized)
+9.14%
10 Years (annualized)
+13.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCGEX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+15.54%
Peer Avg (YTD)
+8.51%
vs Peers
+7.03%

CCGEX Mutual Fund Performance

CCGEX performance across multiple time periods: 1-month 2.86%, YTD 15.54%, 1-year 19.75%, 3-year 22.57%, 5-year 9.14%, 10-year 13.62%.

CCGEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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