CTLCX Mutual Fund

CTLCX Mutual Fund

NAV$13.42
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Returns Overview

1 Month
-2.92%
3 Months
-2.57%
6 Months
+2.63%
YTD
+1.30%
1 Year
+3.51%
3 Years (annualized)
+11.13%
5 Years (annualized)
+4.52%
10 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTLCX 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)
+1.30%
Peer Avg (YTD)
+6.10%
vs Peers
-4.80%

CTLCX Mutual Fund Performance

CTLCX performance across multiple time periods: 1-month -2.92%, YTD 1.30%, 1-year 3.51%, 3-year 11.13%, 5-year 4.52%, 10-year 7.39%.

CTLCX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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