CLDYX Mutual Fund

CLDYX Mutual Fund

NAV$9.83
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Returns Overview

1 Month
-0.15%
3 Months
+0.14%
6 Months
+0.27%
YTD
+0.62%
1 Year
+3.23%
3 Years (annualized)
+5.26%
5 Years (annualized)
+2.25%
10 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLDYX 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 Barclays US Corporate 1-5 Year Index(^BBUCORP5Y)
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+0.12%
vs Peers
+0.50%

CLDYX Mutual Fund Performance

CLDYX performance across multiple time periods: 1-month -0.15%, YTD 0.62%, 1-year 3.23%, 3-year 5.26%, 5-year 2.25%, 10-year 2.79%.

CLDYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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