CRTSX Mutual Fund

NAV$13.79

Returns Overview

1 Month
-0.30%
3 Months
+16.38%
6 Months
+10.97%
YTD
+10.70%
1 Year
+18.92%
3 Years (annualized)
+17.63%
5 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRTSX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.70%
Peer Avg (YTD)
+9.51%
vs Peers
+1.19%

CRTSX Mutual Fund Performance

CRTSX performance across multiple time periods: 1-month -0.30%, YTD 10.70%, 1-year 18.92%, 3-year 17.63%, 5-year 9.59%.

CRTSX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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