CADLX Mutual Fund

CADLX Mutual Fund

NAV$14.30
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Returns Overview

1 Month
+4.64%
3 Months
+4.08%
6 Months
+19.32%
YTD
+33.69%
1 Year
+42.73%
3 Years (annualized)
+16.14%
5 Years (annualized)
+13.76%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CADLX 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 Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+33.69%
Peer Avg (YTD)
+24.08%
vs Peers
+9.61%

CADLX Mutual Fund Performance

CADLX performance across multiple time periods: 1-month 4.64%, YTD 33.69%, 1-year 42.73%, 3-year 16.14%, 5-year 13.76%, 10-year 8.92%.

CADLX returns outperform the peer average of 24.08% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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