CLDZX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
+0.13%
3 Months
+0.70%
6 Months
+0.81%
YTD
+0.81%
1 Year
+3.54%
3 Years (annualized)
+5.44%
5 Years (annualized)
+2.23%
10 Years (annualized)
+2.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLDZX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Corporate 1-5 Year Index(^BBUCORP5Y)
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+3.23%
vs Peers
-2.42%

CLDZX Mutual Fund Performance

CLDZX performance across multiple time periods: 1-month 0.13%, YTD 0.81%, 1-year 3.54%, 3-year 5.44%, 5-year 2.23%, 10-year 2.75%.

CLDZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

CLDZX performance comparison shows side-by-side returns with another fund. CLDZX alternatives are available in the Mutual Fund Screener.