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AdvisorOne Funds - CLS Shelter Fund (CLSHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.390.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return4.58%
5-year average return7.17%
Number of years up6
Number of years down5
Best 1-yr total return (3 Feb 2019)26.49%
Worst 1-yr total return (3 Feb 2019)-9.89%
Best 3-yr total return26.49%
Worst 3-yr total return-1.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLSHXCategory
YTD-0.57%9.69%
1-month0.36%0.97%
3-month1.67%5.21%
1-year12.36%27.45%
3-year7.00%8.85%
5-year8.46%8.56%
10-year7.09%5.61%
Last bull market0.16%10.63%
Last bear market-14.74%-12.05%

Annual total return (%) history

Year
CLSHXCategory
2021
N/AN/A
2020
-8.92%9.83%
2019
19.75%14.61%
2018
-8.12%-7.70%
2017
20.88%12.63%
2016
9.87%5.99%
2015
-2.41%-5.93%
2014
7.65%2.41%
2013
26.49%8.62%
2012
-1.75%9.45%
2011
-9.89%-3.36%
2010
9.28%10.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.88%5.77%N/AN/A
2020-18.06%3.08%2.52%5.18%
20197.48%3.13%0.84%7.13%
20180.07%-0.27%4.34%-11.76%
20175.61%3.00%4.56%6.28%
20161.83%1.03%3.90%2.79%
20151.87%0.08%-7.78%3.81%
20141.08%4.52%-1.26%3.19%
20138.28%1.45%5.73%8.91%
20122.99%-5.20%1.58%-0.93%
20114.78%-0.53%-11.73%-2.06%
20103.20%-7.36%5.02%8.84%

Rank in category (by total return)

YTD48
1-month71
3-month61
1-year49
3-year96
5-year73

Load adjusted returns

1-year13.84%
3-year3.61%
5-year6.33%
10-year6.73%