CCTRX Mutual Fund

CCTRX Mutual Fund

NAV$13.70
See how much of CCTRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.18%
3 Months
-7.05%
6 Months
+9.55%
YTD
+14.44%
1 Year
+16.80%
3 Years (annualized)
+16.48%
5 Years (annualized)
+9.04%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCTRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.44%
Peer Avg (YTD)
+10.34%
vs Peers
+4.10%

CCTRX Mutual Fund Performance

CCTRX performance across multiple time periods: 1-month -7.18%, YTD 14.44%, 1-year 16.80%, 3-year 16.48%, 5-year 9.04%, 10-year 9.99%.

CCTRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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