CTAFX Mutual Fund

NAV$14.65

Returns Overview

1 Month
-0.54%
3 Months
+7.96%
6 Months
+6.08%
YTD
+5.62%
1 Year
+13.74%
3 Years (annualized)
+14.93%
5 Years (annualized)
+7.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTAFX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+6.73%
vs Peers
-1.10%

CTAFX Mutual Fund Performance

CTAFX performance across multiple time periods: 1-month -0.54%, YTD 5.62%, 1-year 13.74%, 3-year 14.93%, 5-year 7.44%.

CTAFX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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