CTYCX Mutual Fund

NAV$13.89

Returns Overview

1 Month
+0.22%
3 Months
+3.18%
6 Months
+2.65%
YTD
+2.42%
1 Year
+7.04%
3 Years (annualized)
+8.35%
5 Years (annualized)
+3.57%
10 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTYCX 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)
+2.42%
Peer Avg (YTD)
+6.73%
vs Peers
-4.31%

CTYCX Mutual Fund Performance

CTYCX performance across multiple time periods: 1-month 0.22%, YTD 2.42%, 1-year 7.04%, 3-year 8.35%, 5-year 3.57%, 10-year 5.95%.

CTYCX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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