CTLEX Mutual Fund

NAV$13.82

Returns Overview

1 Month
+0.29%
3 Months
+5.47%
6 Months
+4.58%
YTD
+4.26%
1 Year
+10.52%
3 Years (annualized)
+11.66%
5 Years (annualized)
+5.46%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTLEX 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)
+4.26%
Peer Avg (YTD)
+6.73%
vs Peers
-2.46%

CTLEX Mutual Fund Performance

CTLEX performance across multiple time periods: 1-month 0.29%, YTD 4.26%, 1-year 10.52%, 3-year 11.66%, 5-year 5.46%, 10-year 8.28%.

CTLEX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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