CTASX Mutual Fund

NAV$57.03

Returns Overview

1 Month
+5.39%
3 Months
+39.36%
6 Months
+40.03%
YTD
+38.69%
1 Year
+64.47%
3 Years (annualized)
+34.29%
5 Years (annualized)
+9.96%
10 Years (annualized)
+19.74%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+38.69%
Peer Avg (YTD)
+18.52%
vs Peers
+20.16%

CTASX Mutual Fund Performance

CTASX performance across multiple time periods: 1-month 5.39%, YTD 38.69%, 1-year 64.47%, 3-year 34.29%, 5-year 9.96%, 10-year 19.74%.

CTASX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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