CLDYX Mutual Fund

CLDYX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+1.11%
3 Months
-0.15%
6 Months
-0.01%
YTD
+0.47%
1 Year
+1.18%
3 Years (annualized)
+5.34%
5 Years (annualized)
+2.44%
10 Years (annualized)
+2.65%

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)
+0.47%
Peer Avg (YTD)
+1.93%
vs Peers
-1.46%

CLDYX Mutual Fund Performance

CLDYX performance across multiple time periods: 1-month 1.11%, YTD 0.47%, 1-year 1.18%, 3-year 5.34%, 5-year 2.44%, 10-year 2.65%.

CLDYX returns trail the peer average of 1.93% 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.