CRATX Mutual Fund

CRATX Mutual Fund

NAV$9.51
See how much of CRATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.98%
3 Months
-0.65%
6 Months
-0.68%
YTD
-0.32%
1 Year
+2.81%
3 Years (annualized)
+3.67%
5 Years (annualized)
+0.01%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRATX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Intermediate US Aggregate Index(^BBIAB)
This Mutual Fund (YTD)
-0.32%
Peer Avg (YTD)
+0.12%
vs Peers
-0.44%

CRATX Mutual Fund Performance

CRATX performance across multiple time periods: 1-month -0.98%, YTD -0.32%, 1-year 2.81%, 3-year 3.67%, 5-year 0.01%, 10-year 0.90%.

CRATX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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