CATZX Mutual Fund

CATZX Mutual Fund

NAV$13.58
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Returns Overview

1 Month
-4.91%
3 Months
-7.04%
6 Months
-3.93%
YTD
-3.90%
1 Year
-2.40%
3 Years (annualized)
+4.64%
5 Years (annualized)
+0.07%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CATZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
-3.90%
Peer Avg (YTD)
-3.84%
vs Peers
-0.06%

CATZX Mutual Fund Performance

CATZX performance across multiple time periods: 1-month -4.91%, YTD -3.90%, 1-year -2.40%, 3-year 4.64%, 5-year 0.07%, 10-year 2.03%.

CATZX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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