CLDIX Mutual Fund

CLDIX Mutual Fund

NAV$14.89
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Returns Overview

1 Month
+0.38%
3 Months
-0.72%
6 Months
-2.11%
YTD
-0.42%
1 Year
+1.44%
3 Years (annualized)
+4.32%
5 Years (annualized)
-0.09%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLDIX 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)
-0.42%
Peer Avg (YTD)
+2.15%
vs Peers
-2.57%

CLDIX Mutual Fund Performance

CLDIX performance across multiple time periods: 1-month 0.38%, YTD -0.42%, 1-year 1.44%, 3-year 4.32%, 5-year -0.09%, 10-year 2.90%.

CLDIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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