CLDRX Mutual Fund

CLDRX Mutual Fund

NAV$15.22
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Returns Overview

1 Month
-1.34%
3 Months
-0.86%
6 Months
-1.15%
YTD
-0.78%
1 Year
+2.49%
3 Years (annualized)
+4.04%
5 Years (annualized)
-0.26%
10 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLDRX 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)
-0.78%
Peer Avg (YTD)
+0.12%
vs Peers
-0.90%

CLDRX Mutual Fund Performance

CLDRX performance across multiple time periods: 1-month -1.34%, YTD -0.78%, 1-year 2.49%, 3-year 4.04%, 5-year -0.26%, 10-year 2.66%.

CLDRX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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