CLREX Mutual Fund

NAV$59.12

Returns Overview

1 Month
-0.46%
3 Months
+9.70%
6 Months
+5.87%
YTD
+5.78%
1 Year
+14.02%
3 Years (annualized)
+14.18%
5 Years (annualized)
+7.98%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLREX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.78%
Peer Avg (YTD)
+5.87%
vs Peers
-0.09%

CLREX Mutual Fund Performance

CLREX performance across multiple time periods: 1-month -0.46%, YTD 5.78%, 1-year 14.02%, 3-year 14.18%, 5-year 7.98%, 10-year 10.06%.

CLREX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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