CTLEX Mutual Fund

CTLEX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
-0.29%
3 Months
+1.49%
6 Months
+2.63%
YTD
+3.96%
1 Year
+9.95%
3 Years (annualized)
+10.86%
5 Years (annualized)
+5.21%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTLEX 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)
+3.96%
Peer Avg (YTD)
+6.57%
vs Peers
-2.61%

CTLEX Mutual Fund Performance

CTLEX performance across multiple time periods: 1-month -0.29%, YTD 3.96%, 1-year 9.95%, 3-year 10.86%, 5-year 5.21%, 10-year 7.90%.

CTLEX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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