CTBAX Mutual Fund

CTBAX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
-0.21%
3 Months
-1.43%
6 Months
-0.97%
YTD
-0.21%
1 Year
+1.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTBAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+4.47%
vs Peers
-4.68%

CTBAX Mutual Fund Performance

CTBAX performance across multiple time periods: 1-month -0.21%, YTD -0.21%, 1-year 1.06%.

CTBAX returns trail the peer average of 4.47% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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