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AdvisorOne Funds - CLS Shelter Fund (SHELX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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12.34
0.00
(0.00%)
At close: 09:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★
Year-to-date return
0.00%
5-year average return
0.00%
Number of years up
1
Number of years down
1
Best 1-yr total return (Invalid Date)
19.75%
Worst 1-yr total return (Invalid Date)
-8.88%
Best 3-yr total return
19.75%
Worst 3-yr total return
N/A
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SHELX
Category
YTD
-0.58%
9.69%
1-month
0.44%
0.97%
3-month
1.71%
5.21%
1-year
12.51%
27.45%
3-year
7.09%
8.85%
5-year
0.00%
8.56%
10-year
0.00%
5.61%
Last bull market
0.16%
10.63%
Last bear market
-14.74%
-12.05%
Annual total return (%) history
Year
SHELX
Category
2021
15.76%
N/A
2020
-8.88%
9.83%
2019
19.75%
14.61%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
3.98%
5.78%
-1.61%
6.98%
2020
-18.06%
3.08%
2.52%
5.22%
2019
7.48%
3.13%
0.84%
7.13%
Rank in category (by total return)
YTD
47
1-month
71
3-month
62
1-year
47
3-year
94
5-year
71
Load adjusted returns
1-year
14.00%
3-year
3.69%
5-year
6.37%
10-year
6.75%
Data disclaimer
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