CCLAX Mutual Fund

CCLAX Mutual Fund

NAV$19.06
See how much of CCLAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.48%
3 Months
-2.58%
6 Months
+3.67%
YTD
+1.70%
1 Year
+3.75%
3 Years (annualized)
+5.12%
5 Years (annualized)
-0.48%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCLAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+2.46%
vs Peers
-0.76%

CCLAX Mutual Fund Performance

CCLAX performance across multiple time periods: 1-month -2.48%, YTD 1.70%, 1-year 3.75%, 3-year 5.12%, 5-year -0.48%, 10-year 1.71%.

CCLAX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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