CTFAX Mutual Fund

CTFAX Mutual Fund

NAV$18.42
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Returns Overview

1 Month
+1.04%
3 Months
+0.05%
6 Months
+0.43%
YTD
+2.32%
1 Year
+2.72%
3 Years (annualized)
+11.89%
5 Years (annualized)
+4.15%
10 Years (annualized)
+7.32%

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)
+2.32%
Peer Avg (YTD)
+5.74%
vs Peers
-3.42%

CTFAX Mutual Fund Performance

CTFAX performance across multiple time periods: 1-month 1.04%, YTD 2.32%, 1-year 2.72%, 3-year 11.89%, 5-year 4.15%, 10-year 7.32%.

CTFAX returns trail the peer average of 5.74% 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.