CTASX Mutual Fund

CTASX Mutual Fund

NAV$56.52
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Returns Overview

1 Month
-15.16%
3 Months
-2.15%
6 Months
+20.36%
YTD
+18.80%
1 Year
+36.91%
3 Years (annualized)
+26.74%
5 Years (annualized)
+7.03%
10 Years (annualized)
+15.37%

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)
+18.80%
Peer Avg (YTD)
+15.31%
vs Peers
+3.49%

CTASX Mutual Fund Performance

CTASX performance across multiple time periods: 1-month -15.16%, YTD 18.80%, 1-year 36.91%, 3-year 26.74%, 5-year 7.03%, 10-year 15.37%.

CTASX returns outperform the peer average of 15.31% 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.