CTFDX Mutual Fund

CTFDX Mutual Fund

NAV$18.43
See how much of CTFDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.98%
3 Months
-0.16%
6 Months
-0.00%
YTD
+1.70%
1 Year
+1.94%
3 Years (annualized)
+11.03%
5 Years (annualized)
+3.36%
10 Years (annualized)
+6.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTFDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+5.74%
vs Peers
-4.04%

CTFDX Mutual Fund Performance

CTFDX performance across multiple time periods: 1-month 0.98%, YTD 1.70%, 1-year 1.94%, 3-year 11.03%, 5-year 3.36%, 10-year 6.52%.

CTFDX returns trail the peer average of 5.74% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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