CLAIX Mutual Fund

NAV$25.50

Returns Overview

1 Month
+0.67%
3 Months
+11.33%
6 Months
+10.87%
YTD
+10.40%
1 Year
+18.22%
3 Years (annualized)
+11.77%
5 Years (annualized)
+5.69%
10 Years (annualized)
+8.50%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All-Country World Ex US Investable Market Index
This Mutual Fund (YTD)
+10.40%
Peer Avg (YTD)
+5.87%
vs Peers
+4.53%

CLAIX Mutual Fund Performance

CLAIX performance across multiple time periods: 1-month 0.67%, YTD 10.40%, 1-year 18.22%, 3-year 11.77%, 5-year 5.69%, 10-year 8.50%.

CLAIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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