CLIFX Mutual Fund

CLIFX Mutual Fund

NAV$26.49
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Returns Overview

1 Month
-5.33%
3 Months
-0.50%
6 Months
+12.63%
YTD
+13.72%
1 Year
+17.22%
3 Years (annualized)
+18.88%
5 Years (annualized)
+9.51%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLIFX 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 Value Index
This Mutual Fund (YTD)
+13.72%
Peer Avg (YTD)
+6.73%
vs Peers
+6.99%

CLIFX Mutual Fund Performance

CLIFX performance across multiple time periods: 1-month -5.33%, YTD 13.72%, 1-year 17.22%, 3-year 18.88%, 5-year 9.51%, 10-year 10.97%.

CLIFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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