CALTX Mutual Fund

CALTX Mutual Fund

NAV$10.90
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Returns Overview

1 Month
+0.83%
3 Months
+2.64%
6 Months
+4.31%
YTD
+7.09%
1 Year
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CALTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+7.09%
Peer Avg (YTD)
+5.41%
vs Peers
+1.67%

CALTX Mutual Fund Performance

CALTX performance across multiple time periods: 1-month 0.83%, YTD 7.09%, 1-year 9.87%.

CALTX returns outperform the peer average of 5.41% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

CALTX vs another fund shows side-by-side returns. CALTX alternatives are available in the Mutual Fund Screener.