CTLCX Mutual Fund

NAV$13.76

Returns Overview

1 Month
+0.22%
3 Months
+5.33%
6 Months
+4.28%
YTD
+3.97%
1 Year
+9.93%
3 Years (annualized)
+11.08%
5 Years (annualized)
+4.89%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTLCX 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)
+3.97%
Peer Avg (YTD)
+6.73%
vs Peers
-2.76%

CTLCX Mutual Fund Performance

CTLCX performance across multiple time periods: 1-month 0.22%, YTD 3.97%, 1-year 9.93%, 3-year 11.08%, 5-year 4.89%, 10-year 7.70%.

CTLCX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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