CALRX Mutual Fund

CALRX Mutual Fund

NAV$31.67
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Returns Overview

1 Month
-5.35%
3 Months
-7.20%
6 Months
+4.54%
YTD
+1.06%
1 Year
-0.97%
3 Years (annualized)
+5.60%
5 Years (annualized)
+2.15%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CALRX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+10.34%
vs Peers
-9.28%

CALRX Mutual Fund Performance

CALRX performance across multiple time periods: 1-month -5.35%, YTD 1.06%, 1-year -0.97%, 3-year 5.60%, 5-year 2.15%, 10-year 8.30%.

CALRX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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