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AdvisorOne CLS Global Diversified Eq N (CLSAX)

NASDAQ - NASDAQ Delayed Price. Currency in USD
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18.83-0.02 (-0.11%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return13.85%
5-Year Average Return9.83%
Number of Years Up13
Number of Years Down6
Best 1 Yr Total Return (Jul 30, 2017)40.11%
Worst 1 Yr Total Return (Jul 30, 2017)-42.76%
Best 3-Yr Total Return40.11%
Worst 3-Yr Total Return-9.76%

Trailing Returns (%) Vs. Benchmarks

ReturnCLSAXCategory
YTD13.85%12.88%
1-Month3.00%0.41%
3-Month5.41%5.10%
1-Year16.48%18.02%
3-Year5.39%4.53%
5-Year9.83%10.57%
10-Year4.65%3.77%
Last Bull Market23.27%18.60%
Last Bear Market-22.37%-20.30%

Annual Total Return (%) History

Year
CLSAXCategory
2017
N/AN/A
2016
8.72%5.54%
2015
-5.23%-1.69%
2014
3.72%2.79%
2013
24.10%25.19%
2012
14.24%15.84%
2011
-6.91%-7.93%
2010
15.75%13.74%
2009
40.11%35.27%
2008
-42.76%-41.91%
2007
13.77%11.28%
2006
12.84%19.72%
2005
9.43%11.61%
2004
11.39%15.27%
2003
32.03%34.49%
2002
-20.03%-19.36%
2001
-10.55%-17.51%
2000
-12.68%-9.14%
1999
41.22%41.13%
1998
16.50%13.41%
1997
N/A12.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.56%3.73%N/AN/A
20161.20%1.25%5.12%0.93%
20151.78%-0.17%-9.82%3.44%
20140.87%4.64%-1.37%-0.38%
20138.05%0.53%5.84%7.94%
201212.17%-4.48%5.83%0.76%
20115.32%-0.64%-19.70%10.78%
20105.10%-11.43%12.91%10.13%
2009-6.11%20.66%16.07%6.55%
2008-9.02%1.28%-16.62%-25.51%
20072.25%7.08%4.95%-0.99%
20065.57%-3.23%3.13%7.10%
2005-1.85%1.21%6.94%3.01%
20043.80%-2.07%-1.30%11.02%
2003-3.49%15.35%5.19%12.74%
20020.17%-10.17%-15.59%5.28%
2001-13.52%8.03%-17.29%15.77%
20006.38%-6.74%-0.18%-11.82%
19995.43%7.80%-1.57%26.23%
199811.46%0.35%-13.87%20.92%
1997-3.27%N/AN/AN/A

Rank In Category (By Total Return)

YTD60
1-Month30
3-Month51
1-Year50
3-Year64
5-Year71

Load Adjusted Returns

1-Year16.48%
3-Year5.39%
5-Year9.83%
10-Year4.65%