CTMRX Mutual Fund

CTMRX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
-1.28%
3 Months
-0.28%
6 Months
-0.18%
YTD
+0.64%
1 Year
+4.63%
3 Years (annualized)
+3.46%
5 Years (annualized)
+0.91%
10 Years (annualized)
+1.87%

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)
+0.64%
Peer Avg (YTD)
+0.23%
vs Peers
+0.41%

CTMRX Mutual Fund Performance

CTMRX performance across multiple time periods: 1-month -1.28%, YTD 0.64%, 1-year 4.63%, 3-year 3.46%, 5-year 0.91%, 10-year 1.87%.

CTMRX returns outperform the peer average of 0.23% 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.