CLAAX Mutual Fund

CLAAX Mutual Fund

NAV$30.31
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Returns Overview

1 Month
-0.10%
3 Months
+1.50%
6 Months
+3.11%
YTD
+6.35%
1 Year
+6.85%
3 Years (annualized)
+7.44%
5 Years (annualized)
+4.16%
10 Years (annualized)
-0.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLAAX 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
FTSE 1 Month Treasury Bill Index(^F1MTRSB)
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+4.75%
vs Peers
+1.60%

CLAAX Mutual Fund Performance

CLAAX performance across multiple time periods: 1-month -0.10%, YTD 6.35%, 1-year 6.85%, 3-year 7.44%, 5-year 4.16%, 10-year -0.14%.

CLAAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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