CADLX Mutual Fund

CADLX Mutual Fund

NAV$13.13
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Returns Overview

1 Month
-0.36%
3 Months
+6.00%
6 Months
+3.87%
YTD
+35.44%
1 Year
+38.34%
3 Years (annualized)
+17.06%
5 Years (annualized)
+12.22%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CADLX 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
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+35.44%
Peer Avg (YTD)
+20.18%
vs Peers
+15.26%

CADLX Mutual Fund Performance

CADLX performance across multiple time periods: 1-month -0.36%, YTD 35.44%, 1-year 38.34%, 3-year 17.06%, 5-year 12.22%, 10-year 8.80%.

CADLX returns outperform the peer average of 20.18% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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