CATZX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
+1.15%
3 Months
+3.34%
6 Months
+3.44%
YTD
+3.37%
1 Year
+8.90%
3 Years (annualized)
+4.89%
5 Years (annualized)
+0.58%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CATZX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+1.79%
vs Peers
+1.59%

CATZX Mutual Fund Performance

CATZX performance across multiple time periods: 1-month 1.15%, YTD 3.37%, 1-year 8.90%, 3-year 4.89%, 5-year 0.58%, 10-year 2.30%.

CATZX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

CATZX performance comparison shows side-by-side returns with another fund. CATZX alternatives are available in the Mutual Fund Screener.