CNLAX Mutual Fund

CNLAX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
+2.95%
3 Months
+0.64%
6 Months
-0.74%
YTD
+0.21%
1 Year
-0.09%
3 Years (annualized)
+4.49%
5 Years (annualized)
-0.34%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNLAX 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 US Aggregate Index
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+1.93%
vs Peers
-1.71%

CNLAX Mutual Fund Performance

CNLAX performance across multiple time periods: 1-month 2.95%, YTD 0.21%, 1-year -0.09%, 3-year 4.49%, 5-year -0.34%, 10-year 2.06%.

CNLAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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