CCYIX Mutual Fund

CCYIX Mutual Fund

NAV$24.36
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Returns Overview

1 Month
-2.82%
3 Months
-0.77%
6 Months
+9.00%
YTD
+4.42%
1 Year
+3.31%
3 Years (annualized)
+7.78%
5 Years (annualized)
-1.68%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCYIX 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
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📉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
MSCI ACWI ex USA SMID Cap Growth Index
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+7.86%
vs Peers
-3.44%

CCYIX Mutual Fund Performance

CCYIX performance across multiple time periods: 1-month -2.82%, YTD 4.42%, 1-year 3.31%, 3-year 7.78%, 5-year -1.68%, 10-year 5.07%.

CCYIX returns trail the peer average of 7.86% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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