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CCM Community Impact Bond Institutional (CRANX)

9.18 0.00 (0.00%)
At close: 8:00 PM EDT

Fund Summary

The fund will invest at least 80% of its net assets in bonds, which include debt securities and other debt instruments, that meet the fund’s impact criteria. It will invest primarily in securities issued or guaranteed as to principal and interest by the U.S. government or by its agencies, instrumentalities or sponsored enterprises and a significant amount of its assets will be invested in single-family, multi-family and economic development loan-backed securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 7.38%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 3

Performance & Risk

YTD Return -1.86%
5y Average Return -0.13%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CRANXCategory AverageCRANXCategory AverageCRANXCategory Average
Alpha -1.01 0 -0.77 0 -0.26 0
BETA 0.74 0.01 0.7 0.01 0.72 0.01
Mean Annual Return -0.16 0 0.02 0 0.11 0
R-squared 97.68 0.84 95.54 0.86 94.67 0.86
Standard Deviation 5.42 0.04 4.42 0.03 3.5 0.03
Sharpe Ratio -0.9 0.01 -0.43 0.01 -0.04 0.01
Treynor Ratio -6.75 0.07 -2.85 0.02 -0.28 0.03

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