CLTAX Mutual Fund

CLTAX Mutual Fund

NAV$17.59
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Returns Overview

1 Month
-1.95%
3 Months
-1.67%
6 Months
-0.75%
YTD
+7.21%
1 Year
+7.57%
3 Years (annualized)
+12.86%
5 Years (annualized)
+1.56%
10 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLTAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+5.74%
vs Peers
+1.48%

CLTAX Mutual Fund Performance

CLTAX performance across multiple time periods: 1-month -1.95%, YTD 7.21%, 1-year 7.57%, 3-year 12.86%, 5-year 1.56%, 10-year 7.13%.

CLTAX returns outperform the peer average of 5.74% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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