CTSIX Mutual Fund

CTSIX Mutual Fund

NAV$56.26
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Returns Overview

1 Month
-1.68%
3 Months
-13.41%
6 Months
+20.73%
YTD
+20.23%
1 Year
+25.97%
3 Years (annualized)
+29.95%
5 Years (annualized)
+7.69%
10 Years (annualized)
+16.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTSIX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.23%
Peer Avg (YTD)
+10.34%
vs Peers
+9.88%

CTSIX Mutual Fund Performance

CTSIX performance across multiple time periods: 1-month -1.68%, YTD 20.23%, 1-year 25.97%, 3-year 29.95%, 5-year 7.69%, 10-year 16.23%.

CTSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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