CTSCX Mutual Fund

NAV$12.29

Returns Overview

1 Month
+0.16%
3 Months
+1.73%
6 Months
+1.40%
YTD
+1.23%
1 Year
+4.66%
3 Years (annualized)
+6.10%
5 Years (annualized)
+2.10%
10 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTSCX 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)
+1.23%
Peer Avg (YTD)
+4.14%
vs Peers
-2.91%

CTSCX Mutual Fund Performance

CTSCX performance across multiple time periods: 1-month 0.16%, YTD 1.23%, 1-year 4.66%, 3-year 6.10%, 5-year 2.10%, 10-year 4.19%.

CTSCX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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