CTHAX Mutual Fund

CTHAX Mutual Fund

NAV$14.23
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Returns Overview

1 Month
+0.28%
3 Months
+3.35%
6 Months
+3.05%
YTD
+2.83%
1 Year
+7.91%
3 Years (annualized)
+9.20%
5 Years (annualized)
+4.36%
10 Years (annualized)
+6.76%

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)
+2.83%
Peer Avg (YTD)
+6.73%
vs Peers
-3.90%

CTHAX Mutual Fund Performance

CTHAX performance across multiple time periods: 1-month 0.28%, YTD 2.83%, 1-year 7.91%, 3-year 9.20%, 5-year 4.36%, 10-year 6.76%.

CTHAX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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