CTMRX Mutual Fund

CTMRX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
+2.54%
3 Months
-0.56%
6 Months
-0.84%
YTD
+0.08%
1 Year
+0.66%
3 Years (annualized)
+4.31%
5 Years (annualized)
+1.05%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTMRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
-0.87%
vs Peers
+0.95%

CTMRX Mutual Fund Performance

CTMRX performance across multiple time periods: 1-month 2.54%, YTD 0.08%, 1-year 0.66%, 3-year 4.31%, 5-year 1.05%, 10-year 1.80%.

CTMRX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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