CNLCX Mutual Fund

CNLCX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
-2.66%
3 Months
-3.48%
6 Months
-3.07%
YTD
-3.28%
1 Year
-3.54%
3 Years (annualized)
+2.79%
5 Years (annualized)
-1.19%
10 Years (annualized)
+1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNLCX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-3.28%
Peer Avg (YTD)
+0.50%
vs Peers
-3.78%

CNLCX Mutual Fund Performance

CNLCX performance across multiple time periods: 1-month -2.66%, YTD -3.28%, 1-year -3.54%, 3-year 2.79%, 5-year -1.19%, 10-year 1.34%.

CNLCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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