CLIQX Mutual Fund

CLIQX Mutual Fund

NAV$27.62
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Returns Overview

1 Month
+2.39%
3 Months
+9.21%
6 Months
+13.02%
YTD
+17.06%
1 Year
+28.67%
3 Years (annualized)
+16.37%
5 Years (annualized)
+8.87%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLIQX 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
Russell 3000 Value Index
This Mutual Fund (YTD)
+17.06%
Peer Avg (YTD)
+9.54%
vs Peers
+7.52%

CLIQX Mutual Fund Performance

CLIQX performance across multiple time periods: 1-month 2.39%, YTD 17.06%, 1-year 28.67%, 3-year 16.37%, 5-year 8.87%, 10-year 11.40%.

CLIQX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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