CTCSX Mutual Fund

CTCSX Mutual Fund

NAV$53.75
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Returns Overview

1 Month
-1.75%
3 Months
-13.63%
6 Months
+20.11%
YTD
+19.36%
1 Year
+24.75%
3 Years (annualized)
+28.67%
5 Years (annualized)
+6.62%
10 Years (annualized)
+14.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTCSX 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)
+19.36%
Peer Avg (YTD)
+10.34%
vs Peers
+9.01%

CTCSX Mutual Fund Performance

CTCSX performance across multiple time periods: 1-month -1.75%, YTD 19.36%, 1-year 24.75%, 3-year 28.67%, 5-year 6.62%, 10-year 14.56%.

CTCSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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