CRTBX Mutual Fund

CRTBX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
-1.09%
3 Months
-1.09%
6 Months
+6.79%
YTD
+8.36%
1 Year
+13.53%
3 Years (annualized)
+9.96%
5 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRTBX 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 Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+8.36%
Peer Avg (YTD)
+4.97%
vs Peers
+3.39%

CRTBX Mutual Fund Performance

CRTBX performance across multiple time periods: 1-month -1.09%, YTD 8.36%, 1-year 13.53%, 3-year 9.96%, 5-year 8.57%.

CRTBX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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