CTSFX Mutual Fund

CTSFX Mutual Fund

NAV$12.58
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Returns Overview

3 Months
+0.80%
6 Months
+1.21%
YTD
+1.78%
1 Year
+5.78%
3 Years (annualized)
+6.80%
5 Years (annualized)
+2.92%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTSFX 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 US Aggregate Index
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+3.39%
vs Peers
-1.61%

CTSFX Mutual Fund Performance

CTSFX performance across multiple time periods: YTD 1.78%, 1-year 5.78%, 3-year 6.80%, 5-year 2.92%, 10-year 5.00%.

CTSFX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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