CLSPX Mutual Fund

CLSPX Mutual Fund

NAV$30.25
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Returns Overview

1 Month
-0.65%
3 Months
-7.19%
6 Months
+17.59%
YTD
+11.71%
1 Year
+9.80%
3 Years (annualized)
+20.08%
5 Years (annualized)
+6.62%
10 Years (annualized)
+13.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLSPX 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)
+11.71%
Peer Avg (YTD)
+6.72%
vs Peers
+4.98%

CLSPX Mutual Fund Performance

CLSPX performance across multiple time periods: 1-month -0.65%, YTD 11.71%, 1-year 9.80%, 3-year 20.08%, 5-year 6.62%, 10-year 13.35%.

CLSPX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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