CLSDX Mutual Fund

CLSDX Mutual Fund

NAV$29.69
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Returns Overview

1 Month
-7.68%
3 Months
-6.95%
6 Months
-2.62%
YTD
+3.13%
1 Year
-0.67%
3 Years (annualized)
+17.71%
5 Years (annualized)
+6.90%
10 Years (annualized)
+13.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLSDX 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)
+3.13%
Peer Avg (YTD)
+8.01%
vs Peers
-4.88%

CLSDX Mutual Fund Performance

CLSDX performance across multiple time periods: 1-month -7.68%, YTD 3.13%, 1-year -0.67%, 3-year 17.71%, 5-year 6.90%, 10-year 13.19%.

CLSDX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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