CITCX Mutual Fund

CITCX Mutual Fund

NAV$9.45
See how much of CITCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.43%
3 Months
-2.49%
6 Months
-0.63%
YTD
-0.71%
1 Year
+0.26%
3 Years (annualized)
+7.83%
5 Years (annualized)
+3.76%
10 Years (annualized)
+4.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CITCX 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

Benchmark
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
-0.71%
Peer Avg (YTD)
+0.50%
vs Peers
-1.21%

CITCX Mutual Fund Performance

CITCX performance across multiple time periods: 1-month -2.43%, YTD -0.71%, 1-year 0.26%, 3-year 7.83%, 5-year 3.76%, 10-year 4.89%.

CITCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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