CCRZX Mutual Fund

CCRZX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
-0.18%
3 Months
+4.89%
6 Months
+16.82%
YTD
+10.93%
1 Year
+14.53%
3 Years (annualized)
+19.13%
5 Years (annualized)
+11.30%
10 Years (annualized)
+14.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCRZX 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)
+10.93%
Peer Avg (YTD)
+9.98%
vs Peers
+0.95%

CCRZX Mutual Fund Performance

CCRZX performance across multiple time periods: 1-month -0.18%, YTD 10.93%, 1-year 14.53%, 3-year 19.13%, 5-year 11.30%, 10-year 14.32%.

CCRZX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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