CLTIX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
+2.62%
3 Months
+15.38%
6 Months
+12.92%
YTD
+12.29%
1 Year
+23.25%
3 Years (annualized)
+12.44%
5 Years (annualized)
+5.96%
10 Years (annualized)
+9.74%

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

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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)
+12.29%
Peer Avg (YTD)
+5.93%
vs Peers
+6.36%

CLTIX Mutual Fund Performance

CLTIX performance across multiple time periods: 1-month 2.62%, YTD 12.29%, 1-year 23.25%, 3-year 12.44%, 5-year 5.96%, 10-year 9.74%.

CLTIX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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