CITEX Mutual Fund

NAV$9.71

Returns Overview

1 Month
-1.02%
3 Months
-1.82%
6 Months
-2.31%
YTD
-2.02%
1 Year
+5.90%
3 Years (annualized)
+9.02%
5 Years (annualized)
+4.43%
10 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CITEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
-2.02%
Peer Avg (YTD)
+3.23%
vs Peers
-5.25%

CITEX Mutual Fund Performance

CITEX performance across multiple time periods: 1-month -1.02%, YTD -2.02%, 1-year 5.90%, 3-year 9.02%, 5-year 4.43%, 10-year 5.91%.

CITEX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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