CTFAX Mutual Fund

NAV$18.75

Returns Overview

1 Month
-0.21%
3 Months
+4.71%
6 Months
+2.98%
YTD
+2.98%
1 Year
+8.79%
3 Years (annualized)
+10.08%
5 Years (annualized)
+4.29%
10 Years (annualized)
+7.27%

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
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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.98%
Peer Avg (YTD)
+5.93%
vs Peers
-2.95%

CTFAX Mutual Fund Performance

CTFAX performance across multiple time periods: 1-month -0.21%, YTD 2.98%, 1-year 8.79%, 3-year 10.08%, 5-year 4.29%, 10-year 7.27%.

CTFAX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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