CTFDX Mutual Fund

CTFDX Mutual Fund

NAV$18.44
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Returns Overview

1 Month
-0.80%
3 Months
+0.16%
6 Months
+1.69%
YTD
+1.86%
1 Year
+6.35%
3 Years (annualized)
+8.74%
5 Years (annualized)
+3.20%
10 Years (annualized)
+6.48%

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
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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)
+1.86%
Peer Avg (YTD)
+5.79%
vs Peers
-3.93%

CTFDX Mutual Fund Performance

CTFDX performance across multiple time periods: 1-month -0.80%, YTD 1.86%, 1-year 6.35%, 3-year 8.74%, 5-year 3.20%, 10-year 6.48%.

CTFDX returns trail the peer average of 5.79% 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.