CTAKX Mutual Fund

CTAKX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
+1.01%
3 Months
+0.74%
6 Months
+4.18%
YTD
+7.01%
1 Year
+12.56%
3 Years (annualized)
+15.25%
5 Years (annualized)
+7.25%

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
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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)
+7.01%
Peer Avg (YTD)
+7.17%
vs Peers
-0.16%

CTAKX Mutual Fund Performance

CTAKX performance across multiple time periods: 1-month 1.01%, YTD 7.01%, 1-year 12.56%, 3-year 15.25%, 5-year 7.25%.

CTAKX returns trail the peer average of 7.17% 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.