CLCRX Mutual Fund

CLCRX Mutual Fund

NAV$27.25
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Returns Overview

1 Month
-0.19%
3 Months
+2.68%
6 Months
+18.93%
YTD
+11.27%
1 Year
+15.25%
3 Years (annualized)
+18.84%
5 Years (annualized)
+11.64%
10 Years (annualized)
+14.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLCRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.27%
Peer Avg (YTD)
+9.98%
vs Peers
+1.28%

CLCRX Mutual Fund Performance

CLCRX performance across multiple time periods: 1-month -0.19%, YTD 11.27%, 1-year 15.25%, 3-year 18.84%, 5-year 11.64%, 10-year 14.94%.

CLCRX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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