CATH ETF

CATH ETF
$91.51
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Returns Overview

1 Month
-0.90%
3 Months
+2.32%
6 Months
+16.34%
YTD
+10.37%
1 Year
+12.65%
3 Years (annualized)
+19.67%
5 Years (annualized)
+11.39%
10 Years (annualized)
+14.77%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CATH 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Catholic Values Index(^SPXCVUN:SP)
This ETF (YTD)
+10.37%
Peer Avg (YTD)
+16.41%
vs Peers
-6.03%

CATH ETF Performance

CATH performance across multiple time periods: 1-month -0.90%, YTD 10.37%, 1-year 12.65%, 3-year 19.67%, 5-year 11.39%, 10-year 14.77%.

CATH returns trail the peer average of 16.41% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this ETF.

CATH vs another fund shows side-by-side returns. CATH alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.90%N/A
3 Months+2.32%N/A
6 Months+16.34%N/A
1 Year+12.65%N/A
3 Years+19.67%N/A
5 Years+11.39%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized