CITEX Mutual Fund

CITEX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-0.60%
3 Months
-0.09%
6 Months
+0.89%
YTD
+1.49%
1 Year
+4.81%
3 Years (annualized)
+8.28%
5 Years (annualized)
+4.26%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CITEX 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)
+1.49%
Peer Avg (YTD)
+0.12%
vs Peers
+1.37%

CITEX Mutual Fund Performance

CITEX performance across multiple time periods: 1-month -0.60%, YTD 1.49%, 1-year 4.81%, 3-year 8.28%, 5-year 4.26%, 10-year 5.62%.

CITEX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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