CALRX Mutual Fund

NAV$34.58

Returns Overview

1 Month
+7.68%
3 Months
+12.64%
6 Months
+9.61%
YTD
+8.90%
1 Year
+5.23%
3 Years (annualized)
+5.95%
5 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CALRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+18.52%
vs Peers
-9.62%

CALRX Mutual Fund Performance

CALRX performance across multiple time periods: 1-month 7.68%, YTD 8.90%, 1-year 5.23%, 3-year 5.95%, 5-year 2.89%.

CALRX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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