CTHEX Mutual Fund

CTHEX Mutual Fund

NAV$13.87
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Returns Overview

1 Month
+2.27%
3 Months
-0.07%
6 Months
+0.58%
YTD
+2.12%
1 Year
+3.60%
3 Years (annualized)
+10.37%
5 Years (annualized)
+3.57%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTHEX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+6.38%
vs Peers
-4.26%

CTHEX Mutual Fund Performance

CTHEX performance across multiple time periods: 1-month 2.27%, YTD 2.12%, 1-year 3.60%, 3-year 10.37%, 5-year 3.57%, 10-year 5.80%.

CTHEX returns trail the peer average of 6.38% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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