CLDIX Mutual Fund

CLDIX Mutual Fund

NAV$14.98
See how much of CLDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.99%
3 Months
-3.92%
6 Months
-3.16%
YTD
-3.39%
1 Year
-2.38%
3 Years (annualized)
+4.32%
5 Years (annualized)
-0.09%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLDIX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-3.39%
Peer Avg (YTD)
+0.50%
vs Peers
-3.89%

CLDIX Mutual Fund Performance

CLDIX performance across multiple time periods: 1-month -2.99%, YTD -3.39%, 1-year -2.38%, 3-year 4.32%, 5-year -0.09%, 10-year 2.90%.

CLDIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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