CNLCX Mutual Fund

CNLCX Mutual Fund

NAV$9.22
See how much of CNLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.95%
3 Months
+0.43%
6 Months
-1.15%
YTD
-0.42%
1 Year
-0.90%
3 Years (annualized)
+3.69%
5 Years (annualized)
-1.09%
10 Years (annualized)
+1.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNLCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+1.93%
vs Peers
-2.35%

CNLCX Mutual Fund Performance

CNLCX performance across multiple time periods: 1-month 2.95%, YTD -0.42%, 1-year -0.90%, 3-year 3.69%, 5-year -1.09%, 10-year 1.29%.

CNLCX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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