CTIVX Mutual Fund

CTIVX Mutual Fund

NAV$21.22
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Returns Overview

1 Month
-0.85%
3 Months
+0.05%
6 Months
+0.69%
YTD
+1.00%
1 Year
+3.51%
3 Years (annualized)
+5.98%
5 Years (annualized)
+2.03%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTIVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+1.00%
Peer Avg (YTD)
+0.12%
vs Peers
+0.88%

CTIVX Mutual Fund Performance

CTIVX performance across multiple time periods: 1-month -0.85%, YTD 1.00%, 1-year 3.51%, 3-year 5.98%, 5-year 2.03%, 10-year 3.79%.

CTIVX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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