CATYX Mutual Fund

CATYX Mutual Fund

NAV$14.33
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Returns Overview

1 Month
-2.01%
3 Months
-0.12%
6 Months
+0.68%
YTD
+1.39%
1 Year
+7.95%
3 Years (annualized)
+4.12%
5 Years (annualized)
+0.06%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CATYX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+0.23%
vs Peers
+1.16%

CATYX Mutual Fund Performance

CATYX performance across multiple time periods: 1-month -2.01%, YTD 1.39%, 1-year 7.95%, 3-year 4.12%, 5-year 0.06%, 10-year 2.14%.

CATYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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