CTHEX Mutual Fund

CTHEX Mutual Fund

NAV$13.89
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Returns Overview

1 Month
-0.50%
3 Months
+0.65%
6 Months
+1.23%
YTD
+2.19%
1 Year
+7.06%
3 Years (annualized)
+8.27%
5 Years (annualized)
+3.83%
10 Years (annualized)
+6.19%

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)
+2.19%
Peer Avg (YTD)
+6.57%
vs Peers
-4.38%

CTHEX Mutual Fund Performance

CTHEX performance across multiple time periods: 1-month -0.50%, YTD 2.19%, 1-year 7.06%, 3-year 8.27%, 5-year 3.83%, 10-year 6.19%.

CTHEX returns trail the peer average of 6.57% 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.