CTIVX Mutual Fund

NAV$21.10

Returns Overview

1 Month
-1.22%
3 Months
-1.49%
6 Months
-2.04%
YTD
-2.13%
1 Year
+4.18%
3 Years (annualized)
+6.58%
5 Years (annualized)
+2.24%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTIVX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
-2.13%
Peer Avg (YTD)
+3.23%
vs Peers
-5.36%

CTIVX Mutual Fund Performance

CTIVX performance across multiple time periods: 1-month -1.22%, YTD -2.13%, 1-year 4.18%, 3-year 6.58%, 5-year 2.24%, 10-year 4.05%.

CTIVX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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