CTRIX Mutual Fund

NAV$8.89

Returns Overview

1 Month
+0.29%
3 Months
+0.89%
6 Months
+0.81%
YTD
+0.92%
1 Year
+3.97%
3 Years (annualized)
+4.51%
5 Years (annualized)
+0.74%
10 Years (annualized)
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTRIX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.92%
Peer Avg (YTD)
+3.23%
vs Peers
-2.31%

CTRIX Mutual Fund Performance

CTRIX performance across multiple time periods: 1-month 0.29%, YTD 0.92%, 1-year 3.97%, 3-year 4.51%, 5-year 0.74%, 10-year 1.91%.

CTRIX 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.

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