XCCIFX Mutual Fund

XCCIFX Mutual Fund

NAV$2.71
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Returns Overview

1 Month
+20.03%
3 Months
+20.79%
6 Months
+11.06%
YTD
-19.30%
1 Year
-30.06%
3 Years (annualized)
-15.47%
5 Years (annualized)
-11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would XCCIFX 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
Barclays Capital Mortgage Backed Securities Index(^LUMSTRUU)
This Mutual Fund (YTD)
-19.30%
Peer Avg (YTD)
+0.50%
vs Peers
-19.80%

XCCIFX Mutual Fund Performance

XCCIFX performance across multiple time periods: 1-month 20.03%, YTD -19.30%, 1-year -30.06%, 3-year -15.47%, 5-year -11.31%.

XCCIFX returns trail the peer average of 0.50% YTD. With an expense ratio of 13.82%, investors should weigh costs against performance when evaluating this mutual fund.

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