CLSPX Mutual Fund

NAV$31.92

Returns Overview

1 Month
+4.94%
3 Months
+26.69%
6 Months
+22.61%
YTD
+20.35%
1 Year
+25.55%
3 Years (annualized)
+22.06%
5 Years (annualized)
+9.17%
10 Years (annualized)
+14.52%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.35%
Peer Avg (YTD)
+10.82%
vs Peers
+9.54%

CLSPX Mutual Fund Performance

CLSPX performance across multiple time periods: 1-month 4.94%, YTD 20.35%, 1-year 25.55%, 3-year 22.06%, 5-year 9.17%, 10-year 14.52%.

CLSPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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