CLTIX Mutual Fund

NAV$17.49

Returns Overview

1 Month
+1.21%
3 Months
+4.53%
6 Months
+8.18%
YTD
+9.42%
1 Year
+25.08%
3 Years
+12.88%
5 Years
+5.63%
10 Years
+9.32%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CLTIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.42%
Peer Avg (YTD)
+5.47%
vs Peers
+3.95%

CLTIX Mutual Fund Performance

CLTIX performance across multiple time periods: 1-month 1.21%, YTD 9.42%, 1-year 25.08%, 3-year 12.88%, 5-year 5.63%, 10-year 9.32%.

CLTIX returns outperform the peer average of 5.47% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

CLTIX performance comparison shows side-by-side returns with another fund. CLTIX alternatives are available in the Mutual Fund Screener.