CCSTX Mutual Fund

CCSTX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
-1.87%
3 Months
-2.17%
6 Months
-1.97%
YTD
-2.46%
1 Year
-0.53%
3 Years (annualized)
+3.05%
5 Years (annualized)
+1.31%
10 Years (annualized)
+1.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCSTX 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
Bloomberg California Short-Intermediate Municipal Index
This Mutual Fund (YTD)
-2.46%
Peer Avg (YTD)
-3.88%
vs Peers
+1.42%

CCSTX Mutual Fund Performance

CCSTX performance across multiple time periods: 1-month -1.87%, YTD -2.46%, 1-year -0.53%, 3-year 3.05%, 5-year 1.31%, 10-year 1.17%.

CCSTX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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