Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLSHX (CLS SHELTER FUND CLS SHELTER FUND CLASS N) | NA | 9.16% | 4.84% | 5.41% | 6.59% | NA | NA | … | … |
Data as of 02/03/2022, Common starting date is 01/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLSHX (CLS SHELTER FUND CLS SHELTER FUND CLASS N) | 01/28/2010 | 02/03/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.16 | 4.84 | 5.41 | 6.59 | NA | NA | … | … | -5.48 | 14.10 | -8.93 | 19.74 | -8.12 | 20.89 | 9.87 | -2.41 | 8.02 | 26.07 | -1.75 | -9.89 | 12.31 |
| Sharpe Ratio | NA | 0.65 | 0.29 | 0.34 | 0.50 | NA | NA | … | … | -3.10 | 1.20 | -0.49 | 1.87 | -0.69 | 2.96 | 0.85 | -0.17 | 0.73 | 2.50 | -0.24 | -0.72 | 1.04 |
| Standard Deviation(%) | NA | 12.03 | 14.18 | 12.94 | 12.07 | NA | NA | … | … | 14.91 | 11.76 | 18.78 | 9.79 | 13.62 | 6.87 | 11.35 | 14.18 | 11.00 | 10.44 | 7.46 | 13.81 | 12.77 |
| Draw Down(%) | NA | 5.99 | 24.77 | 24.77 | 24.77 | NA | NA | … | … | 5.99 | 5.58 | 24.77 | 5.72 | 16.41 | 2.33 | 7.24 | 13.50 | 7.90 | 6.48 | 8.64 | 17.46 | 10.67 |
| Yield(%) | 0.00 | 1.37 | 1.45 | 5.45 | 5.04 | 3.50 | 2.63 | … | … | 0.00 | 1.39 | 1.53 | 1.25 | 18.04 | 2.49 | 2.60 | 8.54 | 0.77 | 0.38 | 0.00 | 0.86 | 0.49 |
Data as of 02/03/2022, Common starting date is 01/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLSHX (CLS SHELTER FUND CLS SHELTER FUND CLASS N) |
-1.82%
Jan 2018 – Jan 2021 |
1.66%
Feb 2011 – Feb 2016 |
4.08%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLSHX (CLS SHELTER FUND CLS SHELTER FUND CLASS N) |
12.81%
Sep 2015 – Sep 2018 |
12.54%
Jan 2013 – Jan 2018 |
7.21%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart