CTIVX Mutual Fund

CTIVX Mutual Fund

NAV$20.54
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Returns Overview

1 Month
+0.14%
3 Months
-0.35%
6 Months
-0.35%
YTD
+1.14%
1 Year
+2.44%
3 Years (annualized)
+6.21%
5 Years (annualized)
+1.99%
10 Years (annualized)
+3.55%

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
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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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+1.14%
Peer Avg (YTD)
+2.15%
vs Peers
-1.01%

CTIVX Mutual Fund Performance

CTIVX performance across multiple time periods: 1-month 0.14%, YTD 1.14%, 1-year 2.44%, 3-year 6.21%, 5-year 1.99%, 10-year 3.55%.

CTIVX returns trail the peer average of 2.15% 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.