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Poplar Forest Cornerstone Investor (IPFCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.21+0.11 (+0.38%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.99%
5-Year Average Return9.26%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (May 6, 2024)29.99%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return29.99%
Worst 3-Yr Total Return2.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIPFCXCategory
YTD2.56%11.35%
1-Month-3.68%0.99%
3-Month1.98%5.92%
1-Year8.65%32.83%
3-Year5.12%11.75%
5-Year8.73%11.53%
10-Year0.00%8.98%
Last Bull Market19.13%17.67%
Last Bear Market-6.21%-15.71%

Annual Total Return (%) History

Year
IPFCXCategory
2024
N/AN/A
2023
6.63%N/A
2022
-1.30%N/A
2021
29.99%N/A
2020
4.29%13.51%
2019
16.61%21.35%
2018
-10.49%-7.93%
2017
6.00%15.80%
2016
18.87%7.93%
2015
-4.21%-2.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.48%N/AN/AN/A
2023-0.22%-0.11%-2.12%9.29%
20222.28%-6.21%-6.59%10.14%
202116.75%6.28%-0.55%5.34%
2020-24.59%16.02%1.07%17.94%
20199.35%0.75%0.51%5.31%
2018-2.25%1.70%4.64%-13.95%
20171.07%-0.91%1.79%3.97%
20163.54%3.04%5.33%5.77%
2015-0.48%1.57%-8.15%3.18%

Rank In Category (By Total Return)

YTD59
1-Month55
3-Month81
1-Year87
3-Year9
5-Year11

Load Adjusted Returns

1-Year8.65%
3-Year5.12%
5-Year8.73%
10-YearN/A