CLDZX Mutual Fund

CLDZX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-1.16%
3 Months
-0.79%
6 Months
+0.90%
YTD
+2.04%
1 Year
+4.15%
3 Years (annualized)
+5.19%
5 Years (annualized)
+2.19%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLDZX 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 Barclays US Corporate 1-5 Year Index(^BBUCORP5Y)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+0.50%
vs Peers
+1.54%

CLDZX Mutual Fund Performance

CLDZX performance across multiple time periods: 1-month -1.16%, YTD 2.04%, 1-year 4.15%, 3-year 5.19%, 5-year 2.19%, 10-year 2.64%.

CLDZX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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