CTCSX Mutual Fund

NAV$56.90

Returns Overview

1 Month
+5.33%
3 Months
+39.07%
6 Months
+39.53%
YTD
+38.19%
1 Year
+63.23%
3 Years (annualized)
+33.29%
5 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTCSX 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)
+38.19%
Peer Avg (YTD)
+18.52%
vs Peers
+19.67%

CTCSX Mutual Fund Performance

CTCSX performance across multiple time periods: 1-month 5.33%, YTD 38.19%, 1-year 63.23%, 3-year 33.29%, 5-year 9.14%.

CTCSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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