CTSEX Mutual Fund

CTSEX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
-1.94%
3 Months
-2.10%
6 Months
-0.25%
YTD
-0.66%
1 Year
+0.83%
3 Years (annualized)
+6.60%
5 Years (annualized)
+2.34%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTSEX 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)
-0.66%
Peer Avg (YTD)
+2.46%
vs Peers
-3.11%

CTSEX Mutual Fund Performance

CTSEX performance across multiple time periods: 1-month -1.94%, YTD -0.66%, 1-year 0.83%, 3-year 6.60%, 5-year 2.34%, 10-year 4.55%.

CTSEX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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