CTSEX Mutual Fund

NAV$12.37

Returns Overview

1 Month
+0.16%
3 Months
+1.90%
6 Months
+1.64%
YTD
+1.48%
1 Year
+5.16%
3 Years (annualized)
+6.66%
5 Years (annualized)
+2.64%
10 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTSEX 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)
+1.48%
Peer Avg (YTD)
+4.14%
vs Peers
-2.67%

CTSEX Mutual Fund Performance

CTSEX performance across multiple time periods: 1-month 0.16%, YTD 1.48%, 1-year 5.16%, 3-year 6.66%, 5-year 2.64%, 10-year 4.74%.

CTSEX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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