CTAHX Mutual Fund

CTAHX Mutual Fund

NAV$14.51
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Returns Overview

1 Month
-2.38%
3 Months
-1.98%
6 Months
+6.77%
YTD
+4.44%
1 Year
+7.57%
3 Years (annualized)
+15.14%
5 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTAHX 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 Aggregate Index
This Mutual Fund (YTD)
+4.44%
Peer Avg (YTD)
+6.10%
vs Peers
-1.66%

CTAHX Mutual Fund Performance

CTAHX performance across multiple time periods: 1-month -2.38%, YTD 4.44%, 1-year 7.57%, 3-year 15.14%, 5-year 7.17%.

CTAHX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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