CLSUX Mutual Fund

NAV$30.40

Returns Overview

1 Month
+0.27%
3 Months
+14.21%
6 Months
+10.40%
YTD
+10.04%
1 Year
+16.93%
3 Years (annualized)
+13.67%
5 Years (annualized)
+7.26%
10 Years (annualized)
+14.24%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+9.51%
vs Peers
+0.53%

CLSUX Mutual Fund Performance

CLSUX performance across multiple time periods: 1-month 0.27%, YTD 10.04%, 1-year 16.93%, 3-year 13.67%, 5-year 7.26%, 10-year 14.24%.

CLSUX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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