CLTCX Mutual Fund

CLTCX Mutual Fund

NAV$16.17
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Returns Overview

1 Month
-1.97%
3 Months
-1.79%
6 Months
-1.12%
YTD
+6.63%
1 Year
+6.80%
3 Years (annualized)
+12.01%
5 Years (annualized)
+0.81%
10 Years (annualized)
+6.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLTCX 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)
+6.63%
Peer Avg (YTD)
+5.74%
vs Peers
+0.89%

CLTCX Mutual Fund Performance

CLTCX performance across multiple time periods: 1-month -1.97%, YTD 6.63%, 1-year 6.80%, 3-year 12.01%, 5-year 0.81%, 10-year 6.33%.

CLTCX returns outperform the peer average of 5.74% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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