CALRX Mutual Fund

CALRX Mutual Fund

NAV$33.35
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Returns Overview

1 Month
+3.13%
3 Months
-3.75%
6 Months
+1.09%
YTD
+4.22%
1 Year
+4.80%
3 Years (annualized)
+9.45%
5 Years (annualized)
+1.30%
10 Years (annualized)
+8.30%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.22%
Peer Avg (YTD)
+12.21%
vs Peers
-7.98%

CALRX Mutual Fund Performance

CALRX performance across multiple time periods: 1-month 3.13%, YTD 4.22%, 1-year 4.80%, 3-year 9.45%, 5-year 1.30%, 10-year 8.30%.

CALRX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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