CLIFX Mutual Fund

CLIFX Mutual Fund

NAV$27.48
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Returns Overview

1 Month
+2.34%
3 Months
+9.16%
6 Months
+12.95%
YTD
+16.96%
1 Year
+28.52%
3 Years (annualized)
+16.28%
5 Years (annualized)
+8.80%
10 Years (annualized)
+11.33%

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)
+16.96%
Peer Avg (YTD)
+9.54%
vs Peers
+7.42%

CLIFX Mutual Fund Performance

CLIFX performance across multiple time periods: 1-month 2.34%, YTD 16.96%, 1-year 28.52%, 3-year 16.28%, 5-year 8.80%, 10-year 11.33%.

CLIFX returns outperform the peer average of 9.54% 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.