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AdvisorOne Funds - CLS Global Diversified Equity Fund (CLSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.440.00 (0.00%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return8.19%
5-year average return6.32%
Number of years up16
Number of years down7
Best 1-yr total return (3 Feb 2019)40.11%
Worst 1-yr total return (3 Feb 2019)-42.76%
Best 3-yr total return40.11%
Worst 3-yr total return-9.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLSAXCategory
YTD1.70%12.08%
1-month2.50%0.64%
3-month1.35%6.49%
1-year12.67%38.01%
3-year14.94%12.74%
5-year13.03%12.82%
10-year9.79%9.05%
Last bull market23.27%18.82%
Last bear market-22.37%-20.53%

Annual total return (%) history

Year
CLSAXCategory
2021
N/AN/A
2020
11.56%12.96%
2019
20.80%25.26%
2018
-9.65%-10.06%
2017
22.97%22.28%
2016
8.72%6.93%
2015
-5.23%-0.92%
2014
3.72%3.67%
2013
24.10%24.08%
2012
14.24%14.39%
2011
-6.91%-7.19%
2010
15.75%14.49%
2009
40.11%34.45%
2008
-42.76%-41.13%
2007
13.77%12.16%
2006
12.84%19.88%
2005
9.43%10.91%
2004
11.39%16.90%
2003
32.03%34.18%
2002
-20.03%-14.39%
2001
-10.55%-8.39%
2000
-12.68%-3.51%
1999
41.22%35.82%
1998
16.50%16.44%
1997
N/A9.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20219.64%5.00%-2.31%N/A
2020-24.72%18.30%5.88%18.31%
20199.74%2.53%-1.86%9.40%
20180.91%-2.56%3.67%-11.36%
20176.56%3.73%5.17%5.78%
20161.20%1.25%5.12%0.93%
20151.78%-0.17%-9.82%3.44%
20140.87%4.64%-1.37%-0.38%
20138.05%0.53%5.84%7.94%
201212.17%-4.48%5.83%0.76%
20115.32%-0.64%-19.70%10.78%
20105.10%-11.43%12.91%10.13%
2009-6.11%20.66%16.07%6.55%
2008-9.02%1.28%-16.62%-25.51%
20072.25%7.08%4.95%-0.99%
20065.57%-3.23%3.13%7.10%
2005-1.85%1.21%6.94%3.01%
20043.80%-2.07%-1.30%11.02%
2003-3.49%15.35%5.19%12.74%
20020.17%-10.17%-15.59%5.28%
2001-13.52%8.03%-17.29%15.77%
20006.38%-6.74%-0.18%-11.82%
19995.43%7.80%-1.57%26.23%
199811.46%0.35%-13.87%20.92%
1997-3.27%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month85
3-month77
1-year54
3-year70
5-year70

Load adjusted returns

1-year17.99%
3-year12.13%
5-year11.23%
10-year9.60%