CLAZX Mutual Fund

NAV$29.61

Returns Overview

1 Month
+0.65%
3 Months
+1.81%
6 Months
+5.81%
YTD
+5.58%
1 Year
+9.50%
3 Years (annualized)
+7.99%
5 Years (annualized)
+3.81%
10 Years (annualized)
-0.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLAZX 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)
+5.58%
Peer Avg (YTD)
+3.47%
vs Peers
+2.11%

CLAZX Mutual Fund Performance

CLAZX performance across multiple time periods: 1-month 0.65%, YTD 5.58%, 1-year 9.50%, 3-year 7.99%, 5-year 3.81%, 10-year -0.02%.

CLAZX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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