CLIQX Mutual Fund

NAV$26.00

Returns Overview

1 Month
+2.81%
3 Months
+8.20%
6 Months
+10.26%
YTD
+14.59%
1 Year
+27.24%
3 Years (annualized)
+17.61%
5 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLIQX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Value Index
This Mutual Fund (YTD)
+14.59%
Peer Avg (YTD)
+10.82%
vs Peers
+3.77%

CLIQX Mutual Fund Performance

CLIQX performance across multiple time periods: 1-month 2.81%, YTD 14.59%, 1-year 27.24%, 3-year 17.61%, 5-year 7.87%.

CLIQX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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