CITFX Mutual Fund

CITFX Mutual Fund

NAV$9.82
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Returns Overview

3 Months
+0.01%
6 Months
+1.09%
YTD
+1.73%
1 Year
+5.23%
3 Years (annualized)
+8.69%
5 Years (annualized)
+4.66%
10 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CITFX 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
PROUpgrade to run
🏦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)
+1.73%
Peer Avg (YTD)
+0.12%
vs Peers
+1.61%

CITFX Mutual Fund Performance

CITFX performance across multiple time periods: YTD 1.73%, 1-year 5.23%, 3-year 8.69%, 5-year 4.66%, 10-year 6.06%.

CITFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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