CTCAX Mutual Fund

NAV$130.54

Returns Overview

1 Month
+2.91%
3 Months
+39.16%
6 Months
+30.67%
YTD
+29.53%
1 Year
+49.13%
3 Years (annualized)
+33.79%
5 Years (annualized)
+20.76%
10 Years (annualized)
+26.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTCAX 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
S&P Global 1200 Information Technology Index(SPG1200IT)
This Mutual Fund (YTD)
+29.53%
Peer Avg (YTD)
+16.06%
vs Peers
+13.46%

CTCAX Mutual Fund Performance

CTCAX performance across multiple time periods: 1-month 2.91%, YTD 29.53%, 1-year 49.13%, 3-year 33.79%, 5-year 20.76%, 10-year 26.99%.

CTCAX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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