CLIAX Mutual Fund

CLIAX Mutual Fund

NAV$11.30
See how much of CLIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.07%
3 Months
+0.84%
6 Months
+1.97%
YTD
+4.91%
1 Year
+8.85%
3 Years (annualized)
+8.57%
5 Years (annualized)
+2.83%
10 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLIAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+3.78%
vs Peers
+1.14%

CLIAX Mutual Fund Performance

CLIAX performance across multiple time periods: 1-month 1.07%, YTD 4.91%, 1-year 8.85%, 3-year 8.57%, 5-year 2.83%, 10-year 3.67%.

CLIAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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