CLTIX Mutual Fund

CLTIX Mutual Fund

NAV$17.77
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Returns Overview

1 Month
-2.78%
3 Months
+0.98%
6 Months
+7.63%
YTD
+9.17%
1 Year
+17.27%
3 Years (annualized)
+11.27%
5 Years (annualized)
+2.25%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLTIX 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)
+9.17%
Peer Avg (YTD)
+5.79%
vs Peers
+3.38%

CLTIX Mutual Fund Performance

CLTIX performance across multiple time periods: 1-month -2.78%, YTD 9.17%, 1-year 17.27%, 3-year 11.27%, 5-year 2.25%, 10-year 7.43%.

CLTIX returns outperform the peer average of 5.79% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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