CLXRX Mutual Fund

NAV$59.44

Returns Overview

1 Month
+0.13%
3 Months
+0.17%
6 Months
+4.06%
YTD
+5.92%
1 Year
+17.92%
3 Years (annualized)
+18.95%
5 Years (annualized)
+12.40%
10 Years (annualized)
+15.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLXRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.92%
Peer Avg (YTD)
+9.51%
vs Peers
-3.59%

CLXRX Mutual Fund Performance

CLXRX performance across multiple time periods: 1-month 0.13%, YTD 5.92%, 1-year 17.92%, 3-year 18.95%, 5-year 12.40%, 10-year 15.24%.

CLXRX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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