CTLRX Mutual Fund

CTLRX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
+0.72%
3 Months
-0.26%
6 Months
-0.03%
YTD
+0.43%
1 Year
+1.13%
3 Years (annualized)
+5.29%
5 Years (annualized)
+2.31%
10 Years (annualized)
+2.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTLRX 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 Barclays US Corporate 1-5 Year Index(^BBUCORP5Y)
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+1.93%
vs Peers
-1.50%

CTLRX Mutual Fund Performance

CTLRX performance across multiple time periods: 1-month 0.72%, YTD 0.43%, 1-year 1.13%, 3-year 5.29%, 5-year 2.31%, 10-year 2.60%.

CTLRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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