CCQYX Mutual Fund

CCQYX Mutual Fund

NAV$17.30
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Returns Overview

1 Month
-0.18%
3 Months
+4.88%
6 Months
+16.86%
YTD
+10.98%
1 Year
+14.57%
3 Years (annualized)
+19.19%
5 Years (annualized)
+11.36%
10 Years (annualized)
+14.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCQYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+9.98%
vs Peers
+1.00%

CCQYX Mutual Fund Performance

CCQYX performance across multiple time periods: 1-month -0.18%, YTD 10.98%, 1-year 14.57%, 3-year 19.19%, 5-year 11.36%, 10-year 14.40%.

CCQYX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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