CLSUX Mutual Fund

CLSUX Mutual Fund

NAV$30.21
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Returns Overview

1 Month
-1.36%
3 Months
-0.57%
6 Months
+13.56%
YTD
+9.41%
1 Year
+10.14%
3 Years (annualized)
+14.04%
5 Years (annualized)
+6.31%
10 Years (annualized)
+13.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLSUX 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 Index(^RUA)
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+9.98%
vs Peers
-0.57%

CLSUX Mutual Fund Performance

CLSUX performance across multiple time periods: 1-month -1.36%, YTD 9.41%, 1-year 10.14%, 3-year 14.04%, 5-year 6.31%, 10-year 13.71%.

CLSUX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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