CNRLX Mutual Fund

NAV$17.01

Returns Overview

1 Month
+0.36%
3 Months
+0.96%
6 Months
+1.82%
YTD
+1.76%
1 Year
+11.47%
3 Years (annualized)
+13.79%
5 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNRLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Inverse(^SP500INV:SP)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+8.36%
vs Peers
-6.60%

CNRLX Mutual Fund Performance

CNRLX performance across multiple time periods: 1-month 0.36%, YTD 1.76%, 1-year 11.47%, 3-year 13.79%, 5-year 9.90%.

CNRLX returns trail the peer average of 8.36% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

CNRLX performance comparison shows side-by-side returns with another fund. CNRLX alternatives are available in the Mutual Fund Screener.