CTSIX Mutual Fund

CTSIX Mutual Fund

NAV$52.50
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Returns Overview

1 Month
-6.35%
3 Months
-4.44%
6 Months
-6.45%
YTD
+12.59%
1 Year
+14.24%
3 Years (annualized)
+33.87%
5 Years (annualized)
+4.81%
10 Years (annualized)
+15.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTSIX 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
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🏦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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.59%
Peer Avg (YTD)
+12.21%
vs Peers
+0.38%

CTSIX Mutual Fund Performance

CTSIX performance across multiple time periods: 1-month -6.35%, YTD 12.59%, 1-year 14.24%, 3-year 33.87%, 5-year 4.81%, 10-year 15.82%.

CTSIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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