CTFAX Mutual Fund

CTFAX Mutual Fund

NAV$18.73
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Returns Overview

1 Month
-0.70%
3 Months
+0.38%
6 Months
+2.04%
YTD
+2.26%
1 Year
+7.12%
3 Years (annualized)
+9.56%
5 Years (annualized)
+3.97%
10 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTFAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+5.79%
vs Peers
-3.53%

CTFAX Mutual Fund Performance

CTFAX performance across multiple time periods: 1-month -0.70%, YTD 2.26%, 1-year 7.12%, 3-year 9.56%, 5-year 3.97%, 10-year 7.06%.

CTFAX returns trail the peer average of 5.79% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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