CTAHX Mutual Fund

NAV$14.66

Returns Overview

1 Month
+0.27%
3 Months
+8.92%
6 Months
+7.01%
YTD
+6.55%
1 Year
+14.79%
3 Years (annualized)
+15.32%
5 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTAHX 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)
+6.55%
Peer Avg (YTD)
+6.73%
vs Peers
-0.18%

CTAHX Mutual Fund Performance

CTAHX performance across multiple time periods: 1-month 0.27%, YTD 6.55%, 1-year 14.79%, 3-year 15.32%, 5-year 7.69%.

CTAHX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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