CRLSX Mutual Fund

NAV$12.16

Returns Overview

1 Month
-2.64%
3 Months
+2.36%
6 Months
+2.44%
YTD
+6.76%
1 Year
+19.55%
3 Years (annualized)
+16.08%
5 Years (annualized)
+7.57%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRLSX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Ex-USA Index
This Mutual Fund (YTD)
+6.76%
Peer Avg (YTD)
+9.13%
vs Peers
-2.37%

CRLSX Mutual Fund Performance

CRLSX performance across multiple time periods: 1-month -2.64%, YTD 6.76%, 1-year 19.55%, 3-year 16.08%, 5-year 7.57%, 10-year 10.78%.

CRLSX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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