CLIAX Mutual Fund

CLIAX Mutual Fund

NAV$11.34
See how much of CLIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.27%
3 Months
-0.20%
6 Months
+0.91%
YTD
+3.60%
1 Year
+5.14%
3 Years (annualized)
+9.83%
5 Years (annualized)
+2.52%
10 Years (annualized)
+3.60%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+3.07%
vs Peers
+0.53%

CLIAX Mutual Fund Performance

CLIAX performance across multiple time periods: 1-month 1.27%, YTD 3.60%, 1-year 5.14%, 3-year 9.83%, 5-year 2.52%, 10-year 3.60%.

CLIAX returns outperform the peer average of 3.07% 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.