CTMRX Mutual Fund

CTMRX Mutual Fund

NAV$9.12
See how much of CTMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.99%
3 Months
-4.26%
6 Months
-2.40%
YTD
-2.40%
1 Year
-0.82%
3 Years (annualized)
+3.65%
5 Years (annualized)
+0.94%
10 Years (annualized)
+1.85%

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
PROUpgrade to run

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)
-2.40%
Peer Avg (YTD)
-3.84%
vs Peers
+1.44%

CTMRX Mutual Fund Performance

CTMRX performance across multiple time periods: 1-month -2.99%, YTD -2.40%, 1-year -0.82%, 3-year 3.65%, 5-year 0.94%, 10-year 1.85%.

CTMRX returns outperform the peer average of -3.84% 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.