CNLEX Mutual Fund

CNLEX Mutual Fund

NAV$9.37
See how much of CNLEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.96%
3 Months
-1.48%
6 Months
-0.85%
YTD
-0.53%
1 Year
+1.38%
3 Years (annualized)
+2.98%
5 Years (annualized)
-0.74%
10 Years (annualized)
+1.78%

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)
-0.53%
Peer Avg (YTD)
+0.12%
vs Peers
-0.65%

CNLEX Mutual Fund Performance

CNLEX performance across multiple time periods: 1-month -0.96%, YTD -0.53%, 1-year 1.38%, 3-year 2.98%, 5-year -0.74%, 10-year 1.78%.

CNLEX returns trail the peer average of 0.12% 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.