CITCX Mutual Fund

CITCX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-0.32%
3 Months
-2.16%
6 Months
-2.39%
YTD
-1.02%
1 Year
-0.03%
3 Years (annualized)
+7.69%
5 Years (annualized)
+3.05%
10 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CITCX 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

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)
-1.02%
Peer Avg (YTD)
+1.93%
vs Peers
-2.95%

CITCX Mutual Fund Performance

CITCX performance across multiple time periods: 1-month -0.32%, YTD -1.02%, 1-year -0.03%, 3-year 7.69%, 5-year 3.05%, 10-year 4.32%.

CITCX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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