CALTX Mutual Fund

CALTX Mutual Fund

NAV$10.77
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Returns Overview

1 Month
+0.85%
3 Months
+1.52%
6 Months
+4.29%
YTD
+5.22%
1 Year
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CALTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+5.22%
Peer Avg (YTD)
+2.39%
vs Peers
+2.83%

CALTX Mutual Fund Performance

CALTX performance across multiple time periods: 1-month 0.85%, YTD 5.22%, 1-year 11.15%.

CALTX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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