CLAIX Mutual Fund

CLAIX Mutual Fund

NAV$25.59
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Returns Overview

1 Month
-1.07%
3 Months
+3.06%
6 Months
+7.99%
YTD
+7.26%
1 Year
+14.26%
3 Years (annualized)
+10.59%
5 Years (annualized)
+5.24%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLAIX 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
MSCI All-Country World Ex US Investable Market Index
This Mutual Fund (YTD)
+7.26%
Peer Avg (YTD)
+5.54%
vs Peers
+1.72%

CLAIX Mutual Fund Performance

CLAIX performance across multiple time periods: 1-month -1.07%, YTD 7.26%, 1-year 14.26%, 3-year 10.59%, 5-year 5.24%, 10-year 8.06%.

CLAIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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