CLAIX Mutual Fund

CLAIX Mutual Fund

NAV$25.19
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Returns Overview

1 Month
+1.64%
3 Months
+1.22%
6 Months
+6.08%
YTD
+8.55%
1 Year
+13.76%
3 Years (annualized)
+12.74%
5 Years (annualized)
+5.43%
10 Years (annualized)
+8.52%

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)
+8.55%
Peer Avg (YTD)
+6.28%
vs Peers
+2.26%

CLAIX Mutual Fund Performance

CLAIX performance across multiple time periods: 1-month 1.64%, YTD 8.55%, 1-year 13.76%, 3-year 12.74%, 5-year 5.43%, 10-year 8.52%.

CLAIX returns outperform the peer average of 6.28% 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.