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PFS Funds - Castle Focus Fund (CASTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.780.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.21%
5-Year Average Return5.22%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (Mar 21, 2024)17.49%
Worst 1 Yr Total Return (Mar 21, 2024)N/A
Best 3-Yr Total Return17.49%
Worst 3-Yr Total Return3.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCASTXCategory
YTD1.51%4.44%
1-Month1.05%-4.04%
3-Month3.46%4.09%
1-Year5.41%14.37%
3-Year4.77%6.04%
5-Year4.90%9.20%
10-Year4.64%8.57%
Last Bull Market20.89%22.97%
Last Bear Market-10.11%-11.27%

Annual Total Return (%) History

Year
CASTXCategory
2023
3.23%11.63%
2022
-2.19%-5.90%
2021
11.22%26.22%
2020
0.60%2.91%
2019
17.49%25.04%
2018
-6.29%-8.53%
2017
11.55%15.94%
2016
9.60%14.81%
2015
-3.52%-4.05%
2014
7.47%10.21%
2013
13.76%31.21%
2012
1.53%14.57%
2011
6.24%-0.75%
2010
N/A13.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.19%1.61%-2.92%4.45%
20225.21%-10.11%-7.33%11.60%
20212.74%3.98%-1.94%6.16%
2020-20.29%10.82%4.21%9.29%
20196.50%4.09%1.28%4.65%
2018-2.64%2.46%1.44%-7.40%
20174.43%3.03%2.37%1.28%
20163.64%5.56%0.70%-0.52%
2015-0.68%-0.31%-3.78%1.27%
20142.84%5.07%-1.81%1.30%
20136.61%-0.59%3.96%3.26%
20122.62%-1.55%4.57%-3.89%
20111.51%2.67%-5.21%7.53%
20105.33%5.00%N/AN/A

Rank In Category (By Total Return)

YTD88
1-Month94
3-Month99
1-Year93
3-Year97
5-Year98

Load Adjusted Returns

1-Year5.41%
3-Year4.77%
5-Year4.90%
10-Year4.64%