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AdvisorOne CLS Global Aggressive Eq N (CLACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.47-0.01 (-0.10%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return9.33%
5-year average return7.08%
Number of years up8
Number of years down3
Best 1-yr total return (3 Feb 2019)26.92%
Worst 1-yr total return (3 Feb 2019)-12.21%
Best 3-yr total return26.92%
Worst 3-yr total return4.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLACXCategory
YTD0.32%12.08%
1-month0.77%0.64%
3-month-0.08%6.49%
1-year6.83%38.01%
3-year17.18%12.74%
5-year14.70%12.82%
10-year11.23%9.05%
Last bull market25.95%18.82%
Last bear market-23.41%-20.53%

Annual total return (%) history

Year
CLACXCategory
2021
N/AN/A
2020
23.50%12.96%
2019
21.88%25.26%
2018
-12.21%-10.06%
2017
24.52%22.28%
2016
11.63%6.93%
2015
-2.48%-0.92%
2014
3.33%3.67%
2013
26.92%24.08%
2012
14.64%14.39%
2011
-5.99%-7.19%
2010
15.33%14.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20216.99%4.71%-2.99%N/A
2020-23.44%23.55%8.26%20.61%
201911.18%1.88%-1.70%9.46%
2018-0.96%-1.16%3.45%-13.32%
20177.34%4.23%5.07%5.92%
2016-0.16%0.83%7.53%3.13%
20153.07%0.22%-10.17%5.10%
20141.88%3.10%-3.15%1.57%
20138.15%0.23%8.05%8.37%
201212.88%-4.28%6.04%0.05%
20116.04%-0.92%-20.44%12.47%
20103.28%-11.24%13.89%10.47%

Rank in category (by total return)

YTD82
1-month76
3-month53
1-year66
3-year40
5-year49

Load adjusted returns

1-year16.59%
3-year15.03%
5-year12.93%
10-year11.45%