CCSMX Mutual Fund

CCSMX Mutual Fund

NAV$21.06
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Returns Overview

1 Month
-7.05%
3 Months
-8.57%
6 Months
-2.22%
YTD
-11.99%
1 Year
-14.87%
3 Years (annualized)
+1.66%
5 Years (annualized)
-3.07%
10 Years (annualized)
+9.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCSMX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-11.99%
Peer Avg (YTD)
+6.72%
vs Peers
-18.72%

CCSMX Mutual Fund Performance

CCSMX performance across multiple time periods: 1-month -7.05%, YTD -11.99%, 1-year -14.87%, 3-year 1.66%, 5-year -3.07%, 10-year 9.13%.

CCSMX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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