CLAAX Mutual Fund

NAV$29.14

Returns Overview

1 Month
+0.63%
3 Months
+1.72%
6 Months
+5.67%
YTD
+5.44%
1 Year
+9.21%
3 Years (annualized)
+7.71%
5 Years (annualized)
+3.55%
10 Years (annualized)
-0.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLAAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE 1 Month Treasury Bill Index(^F1MTRSB)
This Mutual Fund (YTD)
+5.44%
Peer Avg (YTD)
+3.47%
vs Peers
+1.96%

CLAAX Mutual Fund Performance

CLAAX performance across multiple time periods: 1-month 0.63%, YTD 5.44%, 1-year 9.21%, 3-year 7.71%, 5-year 3.55%, 10-year -0.28%.

CLAAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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