CLDZX Mutual Fund

CLDZX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+0.72%
3 Months
+0.21%
6 Months
+0.97%
YTD
+2.78%
1 Year
+4.19%
3 Years (annualized)
+9.24%
5 Years (annualized)
+5.64%
10 Years (annualized)
+5.19%

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
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)
+2.78%
Peer Avg (YTD)
+1.93%
vs Peers
+0.85%

CLDZX Mutual Fund Performance

CLDZX performance across multiple time periods: 1-month 0.72%, YTD 2.78%, 1-year 4.19%, 3-year 9.24%, 5-year 5.64%, 10-year 5.19%.

CLDZX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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