CTKEX Mutual Fund

NAV$14.59

Returns Overview

1 Month
+0.21%
3 Months
+8.72%
6 Months
+6.74%
YTD
+6.19%
1 Year
+14.08%
3 Years (annualized)
+14.74%
5 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTKEX 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)
+6.19%
Peer Avg (YTD)
+6.73%
vs Peers
-0.53%

CTKEX Mutual Fund Performance

CTKEX performance across multiple time periods: 1-month 0.21%, YTD 6.19%, 1-year 14.08%, 3-year 14.74%, 5-year 7.13%.

CTKEX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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