CLREX Mutual Fund

CLREX Mutual Fund

NAV$58.61
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Returns Overview

1 Month
-1.15%
3 Months
+0.68%
6 Months
+10.46%
YTD
+6.50%
1 Year
+8.79%
3 Years (annualized)
+14.48%
5 Years (annualized)
+7.73%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLREX 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)
+6.50%
Peer Avg (YTD)
+4.96%
vs Peers
+1.54%

CLREX Mutual Fund Performance

CLREX performance across multiple time periods: 1-month -1.15%, YTD 6.50%, 1-year 8.79%, 3-year 14.48%, 5-year 7.73%, 10-year 9.96%.

CLREX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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