CTASX Mutual Fund

CTASX Mutual Fund

NAV$50.33
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Returns Overview

1 Month
-6.39%
3 Months
-4.52%
6 Months
-6.57%
YTD
+12.34%
1 Year
+13.93%
3 Years (annualized)
+33.53%
5 Years (annualized)
+4.55%
10 Years (annualized)
+15.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTASX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.34%
Peer Avg (YTD)
+12.21%
vs Peers
+0.14%

CTASX Mutual Fund Performance

CTASX performance across multiple time periods: 1-month -6.39%, YTD 12.34%, 1-year 13.93%, 3-year 33.53%, 5-year 4.55%, 10-year 15.48%.

CTASX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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