CADLX Mutual Fund

CADLX Mutual Fund

NAV$13.58
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Returns Overview

1 Month
+6.73%
3 Months
-2.01%
6 Months
+15.24%
YTD
+27.77%
1 Year
+40.22%
3 Years (annualized)
+14.13%
5 Years (annualized)
+12.74%
10 Years (annualized)
+8.24%

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)
+27.77%
Peer Avg (YTD)
+14.43%
vs Peers
+13.34%

CADLX Mutual Fund Performance

CADLX performance across multiple time periods: 1-month 6.73%, YTD 27.77%, 1-year 40.22%, 3-year 14.13%, 5-year 12.74%, 10-year 8.24%.

CADLX returns outperform the peer average of 14.43% YTD. With an expense ratio of 0.76%, 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.