CTLAX Mutual Fund

NAV$13.77

Returns Overview

1 Month
+0.29%
3 Months
+5.50%
6 Months
+4.70%
YTD
+4.31%
1 Year
+10.76%
3 Years (annualized)
+11.91%
5 Years (annualized)
+5.69%
10 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTLAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+6.73%
vs Peers
-2.42%

CTLAX Mutual Fund Performance

CTLAX performance across multiple time periods: 1-month 0.29%, YTD 4.31%, 1-year 10.76%, 3-year 11.91%, 5-year 5.69%, 10-year 8.53%.

CTLAX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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