CCWCX Mutual Fund

CCWCX Mutual Fund

NAV$15.20
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Returns Overview

1 Month
-3.18%
3 Months
-3.42%
6 Months
-2.66%
YTD
-4.65%
1 Year
-4.84%
3 Years (annualized)
+2.29%
5 Years (annualized)
-3.25%
10 Years (annualized)
-0.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCWCX 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 Global Aggregate Index
This Mutual Fund (YTD)
-4.65%
Peer Avg (YTD)
-1.59%
vs Peers
-3.07%

CCWCX Mutual Fund Performance

CCWCX performance across multiple time periods: 1-month -3.18%, YTD -4.65%, 1-year -4.84%, 3-year 2.29%, 5-year -3.25%, 10-year -0.69%.

CCWCX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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