CRTVX Mutual Fund

CRTVX Mutual Fund

NAV$13.63
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Returns Overview

1 Month
-0.30%
3 Months
+3.92%
6 Months
+8.76%
YTD
+10.28%
1 Year
+15.82%
3 Years (annualized)
+15.85%
5 Years (annualized)
+9.37%

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)
+10.28%
Peer Avg (YTD)
+9.41%
vs Peers
+0.87%

CRTVX Mutual Fund Performance

CRTVX performance across multiple time periods: 1-month -0.30%, YTD 10.28%, 1-year 15.82%, 3-year 15.85%, 5-year 9.37%.

CRTVX returns outperform the peer average of 9.41% 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.