CTSOX Mutual Fund

CTSOX Mutual Fund

NAV$52.86
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Returns Overview

1 Month
-6.34%
3 Months
-4.41%
6 Months
-6.39%
YTD
+12.68%
1 Year
+14.35%
3 Years (annualized)
+34.01%
5 Years (annualized)
+4.93%
10 Years (annualized)
+15.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTSOX 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)
+12.68%
Peer Avg (YTD)
+12.21%
vs Peers
+0.47%

CTSOX Mutual Fund Performance

CTSOX performance across multiple time periods: 1-month -6.34%, YTD 12.68%, 1-year 14.35%, 3-year 34.01%, 5-year 4.93%, 10-year 15.79%.

CTSOX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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