CTHEX Mutual Fund

NAV$14.11

Returns Overview

1 Month
+0.21%
3 Months
+3.24%
6 Months
+2.93%
YTD
+2.71%
1 Year
+7.60%
3 Years (annualized)
+8.95%
5 Years (annualized)
+4.11%
10 Years (annualized)
+6.03%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+6.73%
vs Peers
-4.02%

CTHEX Mutual Fund Performance

CTHEX performance across multiple time periods: 1-month 0.21%, YTD 2.71%, 1-year 7.60%, 3-year 8.95%, 5-year 4.11%, 10-year 6.03%.

CTHEX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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