CLARX Mutual Fund

NAV$9.20

Returns Overview

1 Month
+1.44%
3 Months
+10.45%
6 Months
+15.61%
YTD
+15.46%
1 Year
+14.83%
3 Years (annualized)
+8.21%
5 Years (annualized)
+2.88%
10 Years (annualized)
+4.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLARX 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
CBRE Real Estate Tiered Index
This Mutual Fund (YTD)
+15.46%
Peer Avg (YTD)
+11.24%
vs Peers
+4.22%

CLARX Mutual Fund Performance

CLARX performance across multiple time periods: 1-month 1.44%, YTD 15.46%, 1-year 14.83%, 3-year 8.21%, 5-year 2.88%, 10-year 4.54%.

CLARX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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