CTEZX Mutual Fund

NAV$11.67

Returns Overview

1 Month
+1.19%
3 Months
+3.33%
6 Months
+3.35%
YTD
+3.26%
1 Year
+8.66%
3 Years (annualized)
+4.42%
5 Years (annualized)
+0.71%
10 Years (annualized)
+1.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTEZX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.26%
Peer Avg (YTD)
+1.79%
vs Peers
+1.47%

CTEZX Mutual Fund Performance

CTEZX performance across multiple time periods: 1-month 1.19%, YTD 3.26%, 1-year 8.66%, 3-year 4.42%, 5-year 0.71%, 10-year 1.95%.

CTEZX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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