CTSOX Mutual Fund

CTSOX Mutual Fund

NAV$56.65
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Returns Overview

1 Month
-1.67%
3 Months
-13.39%
6 Months
+20.79%
YTD
+20.31%
1 Year
+26.11%
3 Years (annualized)
+30.09%
5 Years (annualized)
+7.81%
10 Years (annualized)
+15.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTSOX 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)
+20.31%
Peer Avg (YTD)
+10.34%
vs Peers
+9.97%

CTSOX Mutual Fund Performance

CTSOX performance across multiple time periods: 1-month -1.67%, YTD 20.31%, 1-year 26.11%, 3-year 30.09%, 5-year 7.81%, 10-year 15.79%.

CTSOX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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