CTSOX Mutual Fund

NAV$58.99

Returns Overview

1 Month
-7.10%
3 Months
+3.75%
6 Months
+23.10%
YTD
+22.64%
1 Year
+65.03%
3 Years (annualized)
+34.77%
5 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTSOX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+22.64%
Peer Avg (YTD)
+18.52%
vs Peers
+4.12%

CTSOX Mutual Fund Performance

CTSOX performance across multiple time periods: 1-month -7.10%, YTD 22.64%, 1-year 65.03%, 3-year 34.77%, 5-year 10.36%.

CTSOX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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