CTIGX Mutual Fund

NAV$20.33

Returns Overview

1 Month
+3.00%
3 Months
+31.37%
6 Months
+31.97%
YTD
+30.77%
1 Year
+54.47%
3 Years (annualized)
+32.16%
5 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTIGX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+30.77%
Peer Avg (YTD)
+10.82%
vs Peers
+19.96%

CTIGX Mutual Fund Performance

CTIGX performance across multiple time periods: 1-month 3.00%, YTD 30.77%, 1-year 54.47%, 3-year 32.16%, 5-year 10.73%.

CTIGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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