CTAGX Mutual Fund

CTAGX Mutual Fund

NAV$20.19
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Returns Overview

1 Month
-14.04%
3 Months
-5.22%
6 Months
+13.38%
YTD
+12.33%
1 Year
+30.76%
3 Years (annualized)
+24.86%
5 Years (annualized)
+7.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTAGX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+12.33%
Peer Avg (YTD)
+9.54%
vs Peers
+2.79%

CTAGX Mutual Fund Performance

CTAGX performance across multiple time periods: 1-month -14.04%, YTD 12.33%, 1-year 30.76%, 3-year 24.86%, 5-year 7.41%.

CTAGX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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