CCRIX Mutual Fund

CCRIX Mutual Fund

NAV$31.16
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Returns Overview

1 Month
-4.00%
3 Months
-12.84%
6 Months
+17.97%
YTD
+10.93%
1 Year
+18.10%
3 Years (annualized)
+21.42%
5 Years (annualized)
+4.41%
10 Years (annualized)
+15.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCRIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+10.34%
vs Peers
+0.59%

CCRIX Mutual Fund Performance

CCRIX performance across multiple time periods: 1-month -4.00%, YTD 10.93%, 1-year 18.10%, 3-year 21.42%, 5-year 4.41%, 10-year 15.49%.

CCRIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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