CITAX Mutual Fund

CITAX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
-0.59%
3 Months
-0.04%
6 Months
+1.00%
YTD
+1.62%
1 Year
+5.03%
3 Years (annualized)
+8.49%
5 Years (annualized)
+4.46%
10 Years (annualized)
+5.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CITAX 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 US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+1.62%
Peer Avg (YTD)
+0.12%
vs Peers
+1.50%

CITAX Mutual Fund Performance

CITAX performance across multiple time periods: 1-month -0.59%, YTD 1.62%, 1-year 5.03%, 3-year 8.49%, 5-year 4.46%, 10-year 5.83%.

CITAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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