CLARX Mutual Fund

CLARX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+1.66%
3 Months
+2.78%
6 Months
+14.49%
YTD
+17.38%
1 Year
+18.19%
3 Years (annualized)
+8.35%
5 Years (annualized)
+2.34%
10 Years (annualized)
+4.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLARX 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
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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
CBRE Real Estate Tiered Index
This Mutual Fund (YTD)
+17.38%
Peer Avg (YTD)
+12.53%
vs Peers
+4.84%

CLARX Mutual Fund Performance

CLARX performance across multiple time periods: 1-month 1.66%, YTD 17.38%, 1-year 18.19%, 3-year 8.35%, 5-year 2.34%, 10-year 4.29%.

CLARX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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