CRTSX Mutual Fund

CRTSX Mutual Fund

NAV$13.63
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Returns Overview

1 Month
-0.30%
3 Months
+3.96%
6 Months
+8.84%
YTD
+10.37%
1 Year
+15.95%
3 Years (annualized)
+16.00%
5 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRTSX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+9.41%
vs Peers
+0.95%

CRTSX Mutual Fund Performance

CRTSX performance across multiple time periods: 1-month -0.30%, YTD 10.37%, 1-year 15.95%, 3-year 16.00%, 5-year 9.52%.

CRTSX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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