CCLAX Mutual Fund

CCLAX Mutual Fund

NAV$19.63
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Returns Overview

1 Month
-1.12%
3 Months
+1.27%
6 Months
+2.52%
YTD
+3.22%
1 Year
+8.51%
3 Years (annualized)
+7.78%
5 Years (annualized)
+2.97%
10 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCLAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.22%
Peer Avg (YTD)
+3.39%
vs Peers
-0.17%

CCLAX Mutual Fund Performance

CCLAX performance across multiple time periods: 1-month -1.12%, YTD 3.22%, 1-year 8.51%, 3-year 7.78%, 5-year 2.97%, 10-year 5.61%.

CCLAX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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