CTRZX Mutual Fund

CTRZX Mutual Fund

NAV$8.27
See how much of CTRZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.46%
3 Months
-0.15%
6 Months
-0.92%
YTD
-0.52%
1 Year
-0.30%
3 Years (annualized)
+5.81%
5 Years (annualized)
-0.12%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTRZX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.52%
Peer Avg (YTD)
+0.72%
vs Peers
-1.25%

CTRZX Mutual Fund Performance

CTRZX performance across multiple time periods: 1-month 2.46%, YTD -0.52%, 1-year -0.30%, 3-year 5.81%, 5-year -0.12%, 10-year 1.63%.

CTRZX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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