CLARX Mutual Fund

CLARX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
-5.58%
3 Months
-6.00%
6 Months
+3.83%
YTD
+8.54%
1 Year
+6.67%
3 Years (annualized)
+8.95%
5 Years (annualized)
+1.37%
10 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLARX 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
CBRE Real Estate Tiered Index
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+4.73%
vs Peers
+3.80%

CLARX Mutual Fund Performance

CLARX performance across multiple time periods: 1-month -5.58%, YTD 8.54%, 1-year 6.67%, 3-year 8.95%, 5-year 1.37%, 10-year 4.46%.

CLARX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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