CLTAX Mutual Fund

CLTAX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
-0.46%
3 Months
-2.52%
6 Months
+12.45%
YTD
+9.35%
1 Year
+11.95%
3 Years (annualized)
+12.16%
5 Years (annualized)
+4.49%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLTAX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+5.22%
vs Peers
+4.12%

CLTAX Mutual Fund Performance

CLTAX performance across multiple time periods: 1-month -0.46%, YTD 9.35%, 1-year 11.95%, 3-year 12.16%, 5-year 4.49%, 10-year 8.63%.

CLTAX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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