CTLRX Mutual Fund

CTLRX Mutual Fund

NAV$9.82
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Returns Overview

1 Month
-0.15%
3 Months
+0.23%
6 Months
+0.25%
YTD
+0.69%
1 Year
+3.29%
3 Years (annualized)
+5.25%
5 Years (annualized)
+2.22%
10 Years (annualized)
+2.74%

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)
+0.69%
Peer Avg (YTD)
+0.12%
vs Peers
+0.57%

CTLRX Mutual Fund Performance

CTLRX performance across multiple time periods: 1-month -0.15%, YTD 0.69%, 1-year 3.29%, 3-year 5.25%, 5-year 2.22%, 10-year 2.74%.

CTLRX returns outperform the peer average of 0.12% 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.