CLFFX Mutual Fund

NAV$27.15

Returns Overview

1 Month
+3.65%
3 Months
+13.09%
6 Months
+14.29%
YTD
+14.09%
1 Year
+26.80%
3 Years (annualized)
+17.28%
5 Years (annualized)
+7.54%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLFFX 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 Value Index
This Mutual Fund (YTD)
+14.09%
Peer Avg (YTD)
+10.82%
vs Peers
+3.27%

CLFFX Mutual Fund Performance

CLFFX performance across multiple time periods: 1-month 3.65%, YTD 14.09%, 1-year 26.80%, 3-year 17.28%, 5-year 7.54%, 10-year 11.53%.

CLFFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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