CLQZX Mutual Fund

CLQZX Mutual Fund

NAV$12.91
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Returns Overview

1 Month
-2.91%
3 Months
+0.65%
6 Months
+2.15%
YTD
+0.90%
1 Year
+10.66%
3 Years (annualized)
+17.31%
5 Years (annualized)
+11.64%
10 Years (annualized)
+15.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLQZX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+6.23%
vs Peers
-5.33%

CLQZX Mutual Fund Performance

CLQZX performance across multiple time periods: 1-month -2.91%, YTD 0.90%, 1-year 10.66%, 3-year 17.31%, 5-year 11.64%, 10-year 15.70%.

CLQZX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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