CLABX Mutual Fund

CLABX Mutual Fund

NAV$28.80
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Returns Overview

1 Month
-0.18%
3 Months
+1.28%
6 Months
+2.71%
YTD
+5.80%
1 Year
+6.02%
3 Years (annualized)
+6.64%
5 Years (annualized)
+3.38%
10 Years (annualized)
-0.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLABX 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)
+5.80%
Peer Avg (YTD)
+4.75%
vs Peers
+1.06%

CLABX Mutual Fund Performance

CLABX performance across multiple time periods: 1-month -0.18%, YTD 5.80%, 1-year 6.02%, 3-year 6.64%, 5-year 3.38%, 10-year -0.89%.

CLABX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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