CTHAX Mutual Fund

CTHAX Mutual Fund

NAV$14.19
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Returns Overview

1 Month
-0.49%
3 Months
+0.71%
6 Months
+1.44%
YTD
+2.32%
1 Year
+7.37%
3 Years (annualized)
+8.53%
5 Years (annualized)
+4.06%
10 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTHAX 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 Index
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+6.57%
vs Peers
-4.25%

CTHAX Mutual Fund Performance

CTHAX performance across multiple time periods: 1-month -0.49%, YTD 2.32%, 1-year 7.37%, 3-year 8.53%, 5-year 4.06%, 10-year 6.44%.

CTHAX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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