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Multi-Manager Total Return Bond Strategies Fund (C...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US19767A5719

Issuer

Blackrock

Inception Date

Jan 3, 2017

Min. Investment

$100

Asset Class

Bond

Expense Ratio

CTRZX has an expense ratio of 0.49%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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Performance

Performance Chart


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Returns By Period

Multi-Manager Total Return Bond Strategies Fund (CTRZX) returned 1.97% year-to-date (YTD) and 5.79% over the past 12 months.


CTRZX

YTD

1.97%

1M

0.96%

6M

1.22%

1Y

5.79%

5Y*

-0.43%

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of CTRZX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.61%2.24%-0.08%0.37%-1.15%1.97%
2024-0.09%-1.24%0.83%-2.43%1.81%0.99%2.40%1.53%1.41%-2.53%1.09%-1.59%2.04%
20233.60%-2.51%2.31%0.68%-1.13%-0.23%0.23%-0.57%-2.67%-1.65%4.75%3.95%6.59%
2022-2.19%-1.44%-2.57%-4.00%0.18%-2.09%2.45%-2.47%-4.66%-1.46%3.82%-0.59%-14.32%
2021-0.71%-1.47%-1.21%0.93%0.43%0.91%1.12%-0.04%-0.90%-0.04%0.25%-0.52%-1.28%
20202.15%1.54%-4.07%2.78%1.47%1.35%2.10%-0.41%-0.05%-0.45%1.59%-1.88%6.06%
20191.07%0.14%1.50%0.26%1.78%1.36%0.26%2.55%-0.49%0.38%-0.03%-0.29%8.78%
2018-1.11%-0.91%0.62%-0.80%0.74%-0.16%0.03%0.54%-0.49%-0.60%0.21%1.00%-0.96%
20170.20%0.78%0.03%0.80%0.80%0.00%0.41%0.89%-0.40%-0.01%-0.10%0.39%3.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CTRZX is 74, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CTRZX is 7474
Overall Rank
The Sharpe Ratio Rank of CTRZX is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of CTRZX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of CTRZX is 7878
Omega Ratio Rank
The Calmar Ratio Rank of CTRZX is 5858
Calmar Ratio Rank
The Martin Ratio Rank of CTRZX is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Multi-Manager Total Return Bond Strategies Fund (CTRZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Multi-Manager Total Return Bond Strategies Fund Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 1.01
  • 5-Year: -0.08
  • All Time: 0.25

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Multi-Manager Total Return Bond Strategies Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Multi-Manager Total Return Bond Strategies Fund provided a 4.61% dividend yield over the last twelve months, with an annual payout of $0.40 per share. The fund has been increasing its distributions for 3 consecutive years.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%$0.00$0.10$0.20$0.30$0.4020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$0.40$0.39$0.37$0.25$0.18$0.26$0.31$0.28$0.22

Dividend yield

4.61%4.61%4.20%2.89%1.79%2.42%3.05%2.90%2.19%

Monthly Dividends

The table displays the monthly dividend distributions for Multi-Manager Total Return Bond Strategies Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.03$0.03$0.03$0.03$0.00$0.13
2024$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.03$0.03$0.39
2023$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.37
2022$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.03$0.03$0.25
2021$0.02$0.02$0.02$0.02$0.01$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.18
2020$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.03$0.02$0.02$0.02$0.26
2019$0.02$0.02$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.02$0.31
2018$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.04$0.28
2017$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.22

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Multi-Manager Total Return Bond Strategies Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Multi-Manager Total Return Bond Strategies Fund was 20.79%, occurring on Oct 24, 2022. The portfolio has not yet recovered.

The current Multi-Manager Total Return Bond Strategies Fund drawdown is 7.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-20.79%Dec 1, 2020478Oct 24, 2022
-9.47%Mar 9, 202010Mar 20, 202074Jul 7, 202084
-3.5%Sep 11, 2017173May 17, 2018201Mar 7, 2019374
-2.12%Sep 5, 20197Sep 13, 201915Oct 4, 201922
-1.46%Oct 7, 201924Nov 7, 201949Jan 21, 202073

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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