CLIAX Mutual Fund

NAV$11.65

Returns Overview

1 Month
+0.37%
3 Months
+4.83%
6 Months
+4.70%
YTD
+4.42%
1 Year
+10.50%
3 Years (annualized)
+8.23%
5 Years (annualized)
+2.99%
10 Years (annualized)
+3.85%

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

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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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+4.14%
vs Peers
+0.27%

CLIAX Mutual Fund Performance

CLIAX performance across multiple time periods: 1-month 0.37%, YTD 4.42%, 1-year 10.50%, 3-year 8.23%, 5-year 2.99%, 10-year 3.85%.

CLIAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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