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Clifford Capital Fcs Sm Cp Val Inv (FSVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.17-0.08 (-0.71%)
At close: 05:33PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-6.33%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (May 15, 2024)20.72%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return20.72%
Worst 3-Yr Total Return7.84%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFSVRXCategory
YTD-12.66%26.79%
1-Month-4.55%-1.77%
3-Month-5.24%4.45%
1-Year7.48%71.02%
3-Year-4.17%9.35%
5-Year0.00%12.17%
10-Year0.00%9.95%
Last Bull Market6.09%28.07%
Last Bear Market-14.09%-24.24%

Annual Total Return (%) History

Year
FSVRXCategory
2024
N/AN/A
2023
17.50%N/A
2022
-11.60%N/A
2021
20.72%N/A
2020
N/A4.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-8.49%N/AN/AN/A
2023-2.40%2.56%4.03%12.84%
2022-1.45%-14.09%-8.87%14.57%
202123.42%5.69%-9.31%2.05%
202021.33%10.13%29.93%N/A

Rank In Category (By Total Return)

YTD100
1-Month14
3-Month100
1-Year93
3-Year98
5-YearN/A

Load Adjusted Returns

1-Year7.48%
3-Year-4.17%
5-YearN/A
10-YearN/A