CLIAX Mutual Fund

CLIAX Mutual Fund

NAV$11.59
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Returns Overview

1 Month
-0.58%
3 Months
+1.11%
6 Months
+2.60%
YTD
+3.81%
1 Year
+9.72%
3 Years (annualized)
+7.52%
5 Years (annualized)
+2.66%
10 Years (annualized)
+3.56%

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
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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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+3.39%
vs Peers
+0.42%

CLIAX Mutual Fund Performance

CLIAX performance across multiple time periods: 1-month -0.58%, YTD 3.81%, 1-year 9.72%, 3-year 7.52%, 5-year 2.66%, 10-year 3.56%.

CLIAX returns outperform the peer average of 3.39% 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.