CTLAX Mutual Fund

CTLAX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
+0.65%
3 Months
+0.73%
6 Months
+1.84%
YTD
+4.76%
1 Year
+8.96%
3 Years (annualized)
+11.95%
5 Years (annualized)
+5.30%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTLAX 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)
+4.76%
Peer Avg (YTD)
+7.17%
vs Peers
-2.41%

CTLAX Mutual Fund Performance

CTLAX performance across multiple time periods: 1-month 0.65%, YTD 4.76%, 1-year 8.96%, 3-year 11.95%, 5-year 5.30%, 10-year 8.22%.

CTLAX returns trail the peer average of 7.17% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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