CTKEX Mutual Fund

CTKEX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-0.55%
3 Months
+2.26%
6 Months
+4.09%
YTD
+5.61%
1 Year
+12.80%
3 Years (annualized)
+13.54%
5 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTKEX 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)
+5.61%
Peer Avg (YTD)
+6.57%
vs Peers
-0.96%

CTKEX Mutual Fund Performance

CTKEX performance across multiple time periods: 1-month -0.55%, YTD 5.61%, 1-year 12.80%, 3-year 13.54%, 5-year 6.86%.

CTKEX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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