| CCSZX | |
|---|---|
| Total return | +130.52% |
| Annualised (CAGR) | +8.71% |
| Volatility (annualised) | +13.90% |
| Sharpe (rf = 0) | 0.63 |
| Deepest drawdown | -34.06% |
| Drawdown peak → trough | 2018-05-23 → 2020-03-18 |
| Dividend yield (12m distributions) | 2.22% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +130.52% in total (+8.71% a year), with a deepest drawdown of -34.06% from 2018-05-23 to 2020-03-18. Its worst calendar year was 2018 (-13.96%), its best 2026 (+34.92%).
| Year | CCSZX |
|---|---|
| 2026 | +34.92% |
| 2025 | +15.41% |
| 2024 | +7.14% |
| 2023 | -7.00% |
| 2022 | +18.75% |
| 2021 | +31.75% |
| 2020 | -1.17% |
| 2019 | +7.45% |
| 2018 | -13.96% |
| 2017 | +1.71% |
| 2016 | +2.20% |
+130.52% in total, which works out to +8.71% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -13.96% (net of fees, dividends reinvested). Its best year was 2026 (+34.92%).
-34.06%, from a peak on 2018-05-23 to a trough on 2020-03-18. From that trough it took 400 days (about 13.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.22% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say CCSZX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -34.06% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.