CLTCX Mutual Fund

NAV$16.88

Returns Overview

1 Month
+2.52%
3 Months
+15.18%
6 Months
+12.39%
YTD
+11.79%
1 Year
+22.03%
3 Years (annualized)
+11.33%
5 Years (annualized)
+5.00%
10 Years (annualized)
+8.70%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.79%
Peer Avg (YTD)
+5.93%
vs Peers
+5.85%

CLTCX Mutual Fund Performance

CLTCX performance across multiple time periods: 1-month 2.52%, YTD 11.79%, 1-year 22.03%, 3-year 11.33%, 5-year 5.00%, 10-year 8.70%.

CLTCX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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