CLIAX Mutual Fund

CLIAX Mutual Fund

NAV$11.37
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Returns Overview

1 Month
-2.48%
3 Months
-2.02%
6 Months
+2.71%
YTD
+2.31%
1 Year
+4.50%
3 Years (annualized)
+8.57%
5 Years (annualized)
+2.83%
10 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLIAX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+2.46%
vs Peers
-0.15%

CLIAX Mutual Fund Performance

CLIAX performance across multiple time periods: 1-month -2.48%, YTD 2.31%, 1-year 4.50%, 3-year 8.57%, 5-year 2.83%, 10-year 3.67%.

CLIAX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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