CTAEX Mutual Fund

CTAEX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
-1.17%
3 Months
-1.53%
6 Months
+1.05%
YTD
+5.29%
1 Year
+7.28%
3 Years (annualized)
+18.47%
5 Years (annualized)
+6.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTAEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+6.38%
vs Peers
-1.09%

CTAEX Mutual Fund Performance

CTAEX performance across multiple time periods: 1-month -1.17%, YTD 5.29%, 1-year 7.28%, 3-year 18.47%, 5-year 6.81%.

CTAEX returns trail the peer average of 6.38% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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