CLCEX Mutual Fund

CLCEX Mutual Fund

NAV$13.51
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Returns Overview

1 Month
-3.95%
3 Months
+1.24%
6 Months
+0.73%
YTD
+0.58%
1 Year
-2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLCEX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+5.14%
vs Peers
-4.56%

CLCEX Mutual Fund Performance

CLCEX performance across multiple time periods: 1-month -3.95%, YTD 0.58%, 1-year -2.07%.

CLCEX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

CLCEX vs another fund shows side-by-side returns. CLCEX alternatives are available in the Mutual Fund Screener.