CLDAX Mutual Fund

CLDAX Mutual Fund

NAV$14.93
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Returns Overview

1 Month
+0.36%
3 Months
-0.73%
6 Months
-2.24%
YTD
-0.53%
1 Year
+1.25%
3 Years (annualized)
+4.06%
5 Years (annualized)
-0.33%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLDAX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.53%
Peer Avg (YTD)
+2.15%
vs Peers
-2.68%

CLDAX Mutual Fund Performance

CLDAX performance across multiple time periods: 1-month 0.36%, YTD -0.53%, 1-year 1.25%, 3-year 4.06%, 5-year -0.33%, 10-year 2.61%.

CLDAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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