CTSFX Mutual Fund

CTSFX Mutual Fund

NAV$12.58
See how much of CTSFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

6 Months
+2.03%
YTD
+1.78%
1 Year
+3.39%
3 Years (annualized)
+7.12%
5 Years (annualized)
+2.82%
10 Years (annualized)
+5.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTSFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+2.46%
vs Peers
-0.68%

CTSFX Mutual Fund Performance

CTSFX performance across multiple time periods: YTD 1.78%, 1-year 3.39%, 3-year 7.12%, 5-year 2.82%, 10-year 5.02%.

CTSFX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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