CTLFX Mutual Fund

CTLFX Mutual Fund

NAV$13.84
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Returns Overview

3 Months
+1.39%
6 Months
+2.75%
YTD
+4.06%
1 Year
+10.26%
3 Years (annualized)
+11.30%
5 Years (annualized)
+5.65%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTLFX 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)
+4.06%
Peer Avg (YTD)
+6.57%
vs Peers
-2.51%

CTLFX Mutual Fund Performance

CTLFX performance across multiple time periods: YTD 4.06%, 1-year 10.26%, 3-year 11.30%, 5-year 5.65%, 10-year 8.37%.

CTLFX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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