CLAZX Mutual Fund

CLAZX Mutual Fund

NAV$30.77
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Returns Overview

1 Month
-0.10%
3 Months
+1.54%
6 Months
+3.21%
YTD
+6.52%
1 Year
+7.09%
3 Years (annualized)
+7.71%
5 Years (annualized)
+4.42%
10 Years (annualized)
+0.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLAZX 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
FTSE 1 Month Treasury Bill Index(^F1MTRSB)
This Mutual Fund (YTD)
+6.52%
Peer Avg (YTD)
+4.75%
vs Peers
+1.77%

CLAZX Mutual Fund Performance

CLAZX performance across multiple time periods: 1-month -0.10%, YTD 6.52%, 1-year 7.09%, 3-year 7.71%, 5-year 4.42%, 10-year 0.11%.

CLAZX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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