CATH ETF

$88.34

Returns Overview

1 Month
-1.47%
3 Months
+13.70%
6 Months
+8.03%
YTD
+7.88%
1 Year
+18.43%
3 Years (annualized)
+18.67%
5 Years (annualized)
+11.87%
10 Years (annualized)
+14.86%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CATH 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Catholic Values Index(^SPXCVUN:SP)
This ETF (YTD)
+7.88%
Peer Avg (YTD)
+16.06%
vs Peers
-8.19%

CATH ETF Performance

CATH performance across multiple time periods: 1-month -1.47%, YTD 7.88%, 1-year 18.43%, 3-year 18.67%, 5-year 11.87%, 10-year 14.86%.

CATH returns trail the peer average of 16.06% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this ETF.

CATH performance comparison shows side-by-side returns with another fund. CATH alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.47%N/A
3 Months+13.70%N/A
6 Months+8.03%N/A
1 Year+18.43%N/A
3 Years+18.67%N/A
5 Years+11.87%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized