CRTVX Mutual Fund

CRTVX Mutual Fund

NAV$13.50
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Returns Overview

1 Month
+1.64%
3 Months
+1.00%
6 Months
+10.82%
YTD
+12.09%
1 Year
+16.83%
3 Years (annualized)
+17.20%
5 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRTVX 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)
+12.09%
Peer Avg (YTD)
+11.21%
vs Peers
+0.88%

CRTVX Mutual Fund Performance

CRTVX performance across multiple time periods: 1-month 1.64%, YTD 12.09%, 1-year 16.83%, 3-year 17.20%, 5-year 8.75%.

CRTVX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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