CLQZX Mutual Fund

CLQZX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
-2.30%
3 Months
+15.85%
6 Months
+3.75%
YTD
+3.92%
1 Year
+18.51%
3 Years (annualized)
+22.10%
5 Years (annualized)
+20.82%
10 Years (annualized)
+21.10%

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
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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.92%
Peer Avg (YTD)
+8.97%
vs Peers
-5.05%

CLQZX Mutual Fund Performance

CLQZX performance across multiple time periods: 1-month -2.30%, YTD 3.92%, 1-year 18.51%, 3-year 22.10%, 5-year 20.82%, 10-year 21.10%.

CLQZX returns trail the peer average of 8.97% 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.