CTLFX Mutual Fund

NAV$13.84

Returns Overview

1 Month
-0.07%
3 Months
+5.17%
6 Months
+4.45%
YTD
+4.06%
1 Year
+10.59%
3 Years (annualized)
+12.01%
5 Years (annualized)
+5.84%
10 Years (annualized)
+8.71%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+6.73%
vs Peers
-2.67%

CTLFX Mutual Fund Performance

CTLFX performance across multiple time periods: 1-month -0.07%, YTD 4.06%, 1-year 10.59%, 3-year 12.01%, 5-year 5.84%, 10-year 8.71%.

CTLFX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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