CLDIX Mutual Fund

CLDIX Mutual Fund

NAV$15.52
See how much of CLDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.34%
3 Months
-0.80%
6 Months
-1.16%
YTD
-0.80%
1 Year
+2.53%
3 Years (annualized)
+4.00%
5 Years (annualized)
-0.19%
10 Years (annualized)
+2.87%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.80%
Peer Avg (YTD)
+0.12%
vs Peers
-0.92%

CLDIX Mutual Fund Performance

CLDIX performance across multiple time periods: 1-month -1.34%, YTD -0.80%, 1-year 2.53%, 3-year 4.00%, 5-year -0.19%, 10-year 2.87%.

CLDIX returns trail the peer average of 0.12% 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.