CLIFX Mutual Fund

CLIFX Mutual Fund

NAV$27.04
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Returns Overview

1 Month
+3.78%
3 Months
+0.90%
6 Months
+10.14%
YTD
+18.01%
1 Year
+23.85%
3 Years (annualized)
+20.28%
5 Years (annualized)
+9.34%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLIFX 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 Value Index
This Mutual Fund (YTD)
+18.01%
Peer Avg (YTD)
+8.01%
vs Peers
+10.00%

CLIFX Mutual Fund Performance

CLIFX performance across multiple time periods: 1-month 3.78%, YTD 18.01%, 1-year 23.85%, 3-year 20.28%, 5-year 9.34%, 10-year 10.91%.

CLIFX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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