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AdvisorOne Funds - CLS Shelter Fund (SHELX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.340.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return0.00%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (Invalid Date)19.75%
Worst 1-yr total return (Invalid Date)-8.88%
Best 3-yr total return19.75%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHELXCategory
YTD-0.58%9.69%
1-month0.44%0.97%
3-month1.71%5.21%
1-year12.51%27.45%
3-year7.09%8.85%
5-year0.00%8.56%
10-year0.00%5.61%
Last bull market0.16%10.63%
Last bear market-14.74%-12.05%

Annual total return (%) history

Year
SHELXCategory
2021
15.76%N/A
2020
-8.88%9.83%
2019
19.75%14.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.98%5.78%-1.61%6.98%
2020-18.06%3.08%2.52%5.22%
20197.48%3.13%0.84%7.13%

Rank in category (by total return)

YTD47
1-month71
3-month62
1-year47
3-year94
5-year71

Load adjusted returns

1-year14.00%
3-year3.69%
5-year6.37%
10-year6.75%