CRTOX Mutual Fund

CRTOX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
-9.40%
3 Months
-6.14%
6 Months
-5.60%
YTD
-1.95%
1 Year
-1.89%
3 Years (annualized)
+8.67%
5 Years (annualized)
+2.93%

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)
-1.95%
Peer Avg (YTD)
+5.74%
vs Peers
-7.69%

CRTOX Mutual Fund Performance

CRTOX performance across multiple time periods: 1-month -9.40%, YTD -1.95%, 1-year -1.89%, 3-year 8.67%, 5-year 2.93%.

CRTOX returns trail the peer average of 5.74% 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.