CADLX Mutual Fund

NAV$13.16

Returns Overview

1 Month
-6.80%
3 Months
-3.60%
6 Months
+19.48%
YTD
+19.71%
1 Year
+31.11%
3 Years (annualized)
+14.32%
5 Years (annualized)
+11.77%
10 Years (annualized)
+6.96%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Commodity Index Total Return(BCOMTR)
This Mutual Fund (YTD)
+19.71%
Peer Avg (YTD)
+8.71%
vs Peers
+11.00%

CADLX Mutual Fund Performance

CADLX performance across multiple time periods: 1-month -6.80%, YTD 19.71%, 1-year 31.11%, 3-year 14.32%, 5-year 11.77%, 10-year 6.96%.

CADLX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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