CTAKX Mutual Fund

CTAKX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
-0.54%
3 Months
+2.42%
6 Months
+4.37%
YTD
+5.94%
1 Year
+13.50%
3 Years (annualized)
+14.18%
5 Years (annualized)
+7.47%

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
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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)
+5.94%
Peer Avg (YTD)
+6.57%
vs Peers
-0.63%

CTAKX Mutual Fund Performance

CTAKX performance across multiple time periods: 1-month -0.54%, YTD 5.94%, 1-year 13.50%, 3-year 14.18%, 5-year 7.47%.

CTAKX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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