CLDBX Mutual Fund

CLDBX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
+0.40%
3 Months
+0.53%
6 Months
+0.72%
YTD
+1.46%
1 Year
+3.30%
3 Years (annualized)
+5.38%
5 Years (annualized)
+2.54%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLDBX 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
ICE BofA 1-3 Year US Corporate & Government Index(^ICIBOFA13YUCGI)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+2.15%
vs Peers
-0.69%

CLDBX Mutual Fund Performance

CLDBX performance across multiple time periods: 1-month 0.40%, YTD 1.46%, 1-year 3.30%, 3-year 5.38%, 5-year 2.54%, 10-year 2.38%.

CLDBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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