CITAX Mutual Fund

CITAX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-2.37%
3 Months
-2.30%
6 Months
-0.24%
YTD
-0.13%
1 Year
+1.03%
3 Years (annualized)
+8.65%
5 Years (annualized)
+4.55%
10 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CITAX 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 US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
+0.50%
vs Peers
-0.63%

CITAX Mutual Fund Performance

CITAX performance across multiple time periods: 1-month -2.37%, YTD -0.13%, 1-year 1.03%, 3-year 8.65%, 5-year 4.55%, 10-year 5.70%.

CITAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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