CLREX Mutual Fund

CLREX Mutual Fund

NAV$58.73
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Returns Overview

1 Month
+0.17%
3 Months
+3.28%
6 Months
+5.54%
YTD
+5.96%
1 Year
+11.87%
3 Years (annualized)
+13.44%
5 Years (annualized)
+7.68%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLREX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+5.54%
vs Peers
+0.42%

CLREX Mutual Fund Performance

CLREX performance across multiple time periods: 1-month 0.17%, YTD 5.96%, 1-year 11.87%, 3-year 13.44%, 5-year 7.68%, 10-year 9.79%.

CLREX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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