CNLEX Mutual Fund

CNLEX Mutual Fund

NAV$9.16
See how much of CNLEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.08%
3 Months
+0.64%
6 Months
-0.85%
YTD
+0.11%
1 Year
-0.28%
3 Years (annualized)
+4.26%
5 Years (annualized)
-0.53%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNLEX 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)
+0.11%
Peer Avg (YTD)
+1.93%
vs Peers
-1.82%

CNLEX Mutual Fund Performance

CNLEX performance across multiple time periods: 1-month 3.08%, YTD 0.11%, 1-year -0.28%, 3-year 4.26%, 5-year -0.53%, 10-year 1.83%.

CNLEX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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