CLSUX Mutual Fund

CLSUX Mutual Fund

NAV$29.65
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Returns Overview

1 Month
-0.61%
3 Months
-0.41%
6 Months
+2.72%
YTD
+8.75%
1 Year
+7.56%
3 Years (annualized)
+16.66%
5 Years (annualized)
+5.48%
10 Years (annualized)
+13.91%

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)
+8.75%
Peer Avg (YTD)
+9.28%
vs Peers
-0.53%

CLSUX Mutual Fund Performance

CLSUX performance across multiple time periods: 1-month -0.61%, YTD 8.75%, 1-year 7.56%, 3-year 16.66%, 5-year 5.48%, 10-year 13.91%.

CLSUX returns trail the peer average of 9.28% 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.