CTCAX Mutual Fund

CTCAX Mutual Fund

NAV$139.61
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Returns Overview

1 Month
+4.94%
3 Months
-1.68%
6 Months
+25.48%
YTD
+24.83%
1 Year
+36.35%
3 Years (annualized)
+30.84%
5 Years (annualized)
+16.86%
10 Years (annualized)
+23.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTCAX 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
S&P Global 1200 Information Technology Index(SPG1200IT)
This Mutual Fund (YTD)
+24.83%
Peer Avg (YTD)
+14.35%
vs Peers
+10.48%

CTCAX Mutual Fund Performance

CTCAX performance across multiple time periods: 1-month 4.94%, YTD 24.83%, 1-year 36.35%, 3-year 30.84%, 5-year 16.86%, 10-year 23.06%.

CTCAX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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