CTEZX Mutual Fund

CTEZX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
+3.40%
3 Months
-2.13%
6 Months
-2.43%
YTD
-1.05%
1 Year
-1.09%
3 Years (annualized)
+5.54%
5 Years (annualized)
+0.10%
10 Years (annualized)
+1.55%

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
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📉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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.05%
Peer Avg (YTD)
-0.87%
vs Peers
-0.18%

CTEZX Mutual Fund Performance

CTEZX performance across multiple time periods: 1-month 3.40%, YTD -1.05%, 1-year -1.09%, 3-year 5.54%, 5-year 0.10%, 10-year 1.55%.

CTEZX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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