CRTVX Mutual Fund

NAV$13.81

Returns Overview

1 Month
-0.34%
3 Months
+16.33%
6 Months
+10.89%
YTD
+10.61%
1 Year
+18.69%
3 Years (annualized)
+17.47%
5 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRTVX 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)
+10.61%
Peer Avg (YTD)
+9.51%
vs Peers
+1.10%

CRTVX Mutual Fund Performance

CRTVX performance across multiple time periods: 1-month -0.34%, YTD 10.61%, 1-year 18.69%, 3-year 17.47%, 5-year 9.44%.

CRTVX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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