CTAHX Mutual Fund

CTAHX Mutual Fund

NAV$14.51
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Returns Overview

1 Month
+0.97%
3 Months
-0.48%
6 Months
+1.90%
YTD
+5.45%
1 Year
+7.35%
3 Years (annualized)
+16.95%
5 Years (annualized)
+6.70%

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)
+5.45%
Peer Avg (YTD)
+6.22%
vs Peers
-0.77%

CTAHX Mutual Fund Performance

CTAHX performance across multiple time periods: 1-month 0.97%, YTD 5.45%, 1-year 7.35%, 3-year 16.95%, 5-year 6.70%.

CTAHX returns trail the peer average of 6.22% 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.