CTAKX Mutual Fund

NAV$15.08

Returns Overview

1 Month
+0.27%
3 Months
+8.85%
6 Months
+7.05%
YTD
+6.51%
1 Year
+14.77%
3 Years (annualized)
+15.40%
5 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTAKX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+6.73%
vs Peers
-0.21%

CTAKX Mutual Fund Performance

CTAKX performance across multiple time periods: 1-month 0.27%, YTD 6.51%, 1-year 14.77%, 3-year 15.40%, 5-year 7.75%.

CTAKX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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