CTAHX Mutual Fund

CTAHX Mutual Fund

NAV$14.35
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Returns Overview

1 Month
+0.96%
3 Months
+0.68%
6 Months
+4.10%
YTD
+6.98%
1 Year
+12.47%
3 Years (annualized)
+15.14%
5 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTAHX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+7.17%
vs Peers
-0.19%

CTAHX Mutual Fund Performance

CTAHX performance across multiple time periods: 1-month 0.96%, YTD 6.98%, 1-year 12.47%, 3-year 15.14%, 5-year 7.17%.

CTAHX returns trail the peer average of 7.17% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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