CLEYX Mutual Fund

CLEYX Mutual Fund

NAV$25.04
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Returns Overview

1 Month
+0.33%
3 Months
+6.07%
6 Months
+3.19%
YTD
+9.04%
1 Year
+16.68%
3 Years (annualized)
+17.49%
5 Years (annualized)
+11.86%
10 Years (annualized)
+14.77%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+9.41%
vs Peers
-0.37%

CLEYX Mutual Fund Performance

CLEYX performance across multiple time periods: 1-month 0.33%, YTD 9.04%, 1-year 16.68%, 3-year 17.49%, 5-year 11.86%, 10-year 14.77%.

CLEYX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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