CCVCX Mutual Fund

CCVCX Mutual Fund

NAV$25.49
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Returns Overview

1 Month
-0.83%
3 Months
-6.97%
6 Months
+12.85%
YTD
+13.99%
1 Year
+17.57%
3 Years (annualized)
+15.93%
5 Years (annualized)
+5.15%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCVCX 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
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+13.99%
Peer Avg (YTD)
+10.47%
vs Peers
+3.52%

CCVCX Mutual Fund Performance

CCVCX performance across multiple time periods: 1-month -0.83%, YTD 13.99%, 1-year 17.57%, 3-year 15.93%, 5-year 5.15%, 10-year 10.41%.

CCVCX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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