CTAFX Mutual Fund

CTAFX Mutual Fund

NAV$14.65
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Returns Overview

3 Months
+2.09%
6 Months
+4.05%
YTD
+5.62%
1 Year
+13.00%
3 Years (annualized)
+13.96%
5 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTAFX 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
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📉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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+6.57%
vs Peers
-0.95%

CTAFX Mutual Fund Performance

CTAFX performance across multiple time periods: YTD 5.62%, 1-year 13.00%, 3-year 13.96%, 5-year 7.28%.

CTAFX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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