CRTOX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
+3.33%
3 Months
+10.06%
6 Months
+11.16%
YTD
+10.60%
1 Year
+26.15%
3 Years (annualized)
+8.84%
5 Years (annualized)
+7.27%

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
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📉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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+10.60%
Peer Avg (YTD)
+5.93%
vs Peers
+4.67%

CRTOX Mutual Fund Performance

CRTOX performance across multiple time periods: 1-month 3.33%, YTD 10.60%, 1-year 26.15%, 3-year 8.84%, 5-year 7.27%.

CRTOX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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