CLEYX Mutual Fund

NAV$25.20

Returns Overview

1 Month
-4.57%
3 Months
+10.06%
6 Months
+3.29%
YTD
+3.03%
1 Year
+14.80%
3 Years (annualized)
+16.38%
5 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLEYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+9.51%
vs Peers
-6.48%

CLEYX Mutual Fund Performance

CLEYX performance across multiple time periods: 1-month -4.57%, YTD 3.03%, 1-year 14.80%, 3-year 16.38%, 5-year 11.04%.

CLEYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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