CTSFX Mutual Fund

NAV$12.58

Returns Overview

1 Month
+0.32%
3 Months
+2.03%
6 Months
+1.86%
YTD
+1.78%
1 Year
+5.70%
3 Years (annualized)
+7.14%
5 Years (annualized)
+3.09%
10 Years (annualized)
+5.21%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+4.14%
vs Peers
-2.36%

CTSFX Mutual Fund Performance

CTSFX performance across multiple time periods: 1-month 0.32%, YTD 1.78%, 1-year 5.70%, 3-year 7.14%, 5-year 3.09%, 10-year 5.21%.

CTSFX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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