CTASX Mutual Fund

CTASX Mutual Fund

NAV$53.95
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Returns Overview

1 Month
-1.69%
3 Months
-13.47%
6 Months
+20.59%
YTD
+20.01%
1 Year
+25.67%
3 Years (annualized)
+29.64%
5 Years (annualized)
+7.43%
10 Years (annualized)
+15.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTASX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.01%
Peer Avg (YTD)
+10.34%
vs Peers
+9.67%

CTASX Mutual Fund Performance

CTASX performance across multiple time periods: 1-month -1.69%, YTD 20.01%, 1-year 25.67%, 3-year 29.64%, 5-year 7.43%, 10-year 15.89%.

CTASX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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