CTAEX Mutual Fund

NAV$14.09

Returns Overview

1 Month
+0.36%
3 Months
+12.41%
6 Months
+9.24%
YTD
+8.56%
1 Year
+18.13%
3 Years (annualized)
+17.16%
5 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTAEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+6.73%
vs Peers
+1.83%

CTAEX Mutual Fund Performance

CTAEX performance across multiple time periods: 1-month 0.36%, YTD 8.56%, 1-year 18.13%, 3-year 17.16%, 5-year 8.35%.

CTAEX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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