CTLEX Mutual Fund

CTLEX Mutual Fund

NAV$13.43
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Returns Overview

1 Month
+0.66%
3 Months
+0.66%
6 Months
+1.70%
YTD
+4.64%
1 Year
+8.71%
3 Years (annualized)
+11.68%
5 Years (annualized)
+5.06%
10 Years (annualized)
+7.96%

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)
+4.64%
Peer Avg (YTD)
+7.17%
vs Peers
-2.53%

CTLEX Mutual Fund Performance

CTLEX performance across multiple time periods: 1-month 0.66%, YTD 4.64%, 1-year 8.71%, 3-year 11.68%, 5-year 5.06%, 10-year 7.96%.

CTLEX returns trail the peer average of 7.17% 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.