CLSYX Mutual Fund

CLSYX Mutual Fund

NAV$26.49
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Returns Overview

1 Month
-2.39%
3 Months
-2.07%
6 Months
+11.82%
YTD
+14.93%
1 Year
+24.22%
3 Years (annualized)
+20.22%
5 Years (annualized)
+10.79%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLSYX 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
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+14.93%
Peer Avg (YTD)
+9.89%
vs Peers
+5.04%

CLSYX Mutual Fund Performance

CLSYX performance across multiple time periods: 1-month -2.39%, YTD 14.93%, 1-year 24.22%, 3-year 20.22%, 5-year 10.79%, 10-year 9.94%.

CLSYX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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