CLIQX Mutual Fund

CLIQX Mutual Fund

NAV$26.36
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Returns Overview

1 Month
-5.32%
3 Months
-0.46%
6 Months
+12.65%
YTD
+13.79%
1 Year
+17.30%
3 Years (annualized)
+18.95%
5 Years (annualized)
+9.58%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLIQX 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)
+13.79%
Peer Avg (YTD)
+6.72%
vs Peers
+7.07%

CLIQX Mutual Fund Performance

CLIQX performance across multiple time periods: 1-month -5.32%, YTD 13.79%, 1-year 17.30%, 3-year 18.95%, 5-year 9.58%, 10-year 11.40%.

CLIQX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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