CTHEX Mutual Fund

CTHEX Mutual Fund

NAV$13.67
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Returns Overview

1 Month
+0.50%
3 Months
+0.21%
6 Months
+0.14%
YTD
+2.71%
1 Year
+5.83%
3 Years (annualized)
+8.93%
5 Years (annualized)
+3.74%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTHEX 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)
+2.71%
Peer Avg (YTD)
+7.17%
vs Peers
-4.47%

CTHEX Mutual Fund Performance

CTHEX performance across multiple time periods: 1-month 0.50%, YTD 2.71%, 1-year 5.83%, 3-year 8.93%, 5-year 3.74%, 10-year 5.77%.

CTHEX returns trail the peer average of 7.17% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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