CTLAX Mutual Fund

CTLAX Mutual Fund

NAV$13.62
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Returns Overview

1 Month
-2.81%
3 Months
-2.39%
6 Months
+2.98%
YTD
+1.81%
1 Year
+4.29%
3 Years (annualized)
+11.95%
5 Years (annualized)
+5.30%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTLAX 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)
+1.81%
Peer Avg (YTD)
+6.10%
vs Peers
-4.29%

CTLAX Mutual Fund Performance

CTLAX performance across multiple time periods: 1-month -2.81%, YTD 1.81%, 1-year 4.29%, 3-year 11.95%, 5-year 5.30%, 10-year 8.22%.

CTLAX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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