CLABX Mutual Fund

NAV$27.76

Returns Overview

1 Month
+0.55%
3 Months
+1.55%
6 Months
+5.28%
YTD
+5.04%
1 Year
+8.39%
3 Years (annualized)
+6.91%
5 Years (annualized)
+2.77%
10 Years (annualized)
-1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLABX 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)
+5.04%
Peer Avg (YTD)
+3.47%
vs Peers
+1.57%

CLABX Mutual Fund Performance

CLABX performance across multiple time periods: 1-month 0.55%, YTD 5.04%, 1-year 8.39%, 3-year 6.91%, 5-year 2.77%, 10-year -1.03%.

CLABX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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