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CCM Community Impact Bond Retail (CRATX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.24+0.03 (+0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.79%
5-year average return-0.58%
Number of years up13
Number of years down3
Best 1-yr total return (30 May 2024)6.92%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return6.92%
Worst 3-yr total return-2.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCRATXCategory
YTD-2.12%-1.22%
1-month-1.89%0.67%
3-month-2.28%1.77%
1-year-0.85%0.77%
3-year-3.13%5.26%
5-year-0.60%3.02%
10-year0.67%3.31%
Last bull market6.44%3.52%
Last bear market-3.03%3.25%

Annual total return (%) history

Year
CRATXCategory
2024
N/AN/A
2023
4.00%N/A
2022
-10.03%N/A
2021
-1.63%N/A
2020
4.10%7.52%
2019
5.44%8.06%
2018
0.30%-0.50%
2017
2.27%3.71%
2016
0.73%3.23%
2015
1.66%-0.26%
2014
4.83%5.18%
2013
-3.52%-1.42%
2012
3.91%7.01%
2011
6.92%5.86%
2010
4.78%7.72%
2009
4.84%13.97%
2008
4.34%-4.70%
2007
N/A4.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.23%N/AN/AN/A
20232.24%-1.07%-2.45%5.41%
2022-4.37%-3.03%-3.70%0.74%
2021-1.38%0.60%-0.17%-0.67%
20202.16%1.43%0.35%0.12%
20191.79%2.16%1.39%0.01%
2018-0.95%-0.28%-0.07%1.62%
20170.55%1.13%0.68%-0.10%
20161.97%1.29%0.02%-2.50%
20151.48%-0.74%1.60%-0.66%
20141.13%1.88%0.28%1.46%
2013-0.16%-2.73%0.19%-0.84%
20120.61%1.83%1.41%0.01%
20110.37%2.22%3.37%0.82%
20101.88%2.70%1.62%-1.46%
20091.99%0.74%2.50%-0.44%
20081.75%-1.11%1.30%2.36%
2007-0.72%2.30%2.75%N/A

Rank in category (by total return)

YTD13
1-month12
3-month14
1-year39
3-year21
5-year84

Load adjusted returns

1-year-0.85%
3-year-3.13%
5-year-0.60%
10-year0.67%