CLSYX Mutual Fund

NAV$27.32

Returns Overview

1 Month
+2.19%
3 Months
+14.18%
6 Months
+18.92%
YTD
+17.36%
1 Year
+33.51%
3 Years (annualized)
+19.06%
5 Years (annualized)
+10.73%
10 Years (annualized)
+10.10%

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
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
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+17.36%
Peer Avg (YTD)
+8.71%
vs Peers
+8.64%

CLSYX Mutual Fund Performance

CLSYX performance across multiple time periods: 1-month 2.19%, YTD 17.36%, 1-year 33.51%, 3-year 19.06%, 5-year 10.73%, 10-year 10.10%.

CLSYX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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