CRTOX Mutual Fund

CRTOX Mutual Fund

NAV$10.81
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Returns Overview

1 Month
-5.56%
3 Months
+0.57%
6 Months
+0.19%
YTD
+4.46%
1 Year
+16.67%
3 Years (annualized)
+5.21%
5 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRTOX 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 Target Risk Balanced Index(TRBI)
This Mutual Fund (YTD)
+4.46%
Peer Avg (YTD)
+5.79%
vs Peers
-1.33%

CRTOX Mutual Fund Performance

CRTOX performance across multiple time periods: 1-month -5.56%, YTD 4.46%, 1-year 16.67%, 3-year 5.21%, 5-year 3.75%.

CRTOX returns trail the peer average of 5.79% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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