CTKEX Mutual Fund

CTKEX Mutual Fund

NAV$14.43
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Returns Overview

1 Month
-2.46%
3 Months
-2.06%
6 Months
+6.49%
YTD
+4.01%
1 Year
+7.04%
3 Years (annualized)
+14.60%
5 Years (annualized)
+6.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTKEX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+4.01%
Peer Avg (YTD)
+6.10%
vs Peers
-2.09%

CTKEX Mutual Fund Performance

CTKEX performance across multiple time periods: 1-month -2.46%, YTD 4.01%, 1-year 7.04%, 3-year 14.60%, 5-year 6.65%.

CTKEX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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