IPFPX - Poplar Forest Partners Fund Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating
Year-to-Date Return11.81%
5-Year Average Return5.52%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Feb. 3, 2019)46.04%
Worst 1 Yr Total Return (Feb. 3, 2019)-18.61%
Best 3-Yr Total Return46.04%
Worst 3-Yr Total Return1.87%

Trailing Returns (%) Vs. Benchmarks

ReturnIPFPXCategory
YTD-22.88%-15.51%
1-Month3.42%3.64%
3-Month-6.92%-4.01%
1-Year-11.08%-1.71%
3-Year-5.08%2.53%
5-Year-1.42%3.96%
10-Year7.04%9.15%
Last Bull Market24.28%23.12%
Last Bear Market-21.64%-17.88%

Annual Total Return (%) History

Year
IPFPXCategory
2020
N/AN/A
2019
21.64%25.04%
2018
-18.61%-8.53%
2017
6.80%15.94%
2016
26.24%14.81%
2015
-6.82%-4.05%
2014
10.18%10.21%
2013
46.04%31.21%
2012
16.98%14.57%
2011
-4.50%-0.75%
2010
15.21%13.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-34.55%N/AN/AN/A
201913.26%-0.26%0.26%7.40%
2018-4.96%1.97%6.26%-20.97%
20170.61%-2.15%2.76%5.56%
20162.84%2.62%8.68%10.07%
2015-0.59%2.80%-13.82%5.80%
20144.25%5.37%-0.19%0.49%
201316.42%6.98%5.80%10.82%
201214.29%-8.05%5.83%5.19%
20115.61%1.33%-20.25%11.91%
201010.24%-14.26%10.88%9.93%

Rank In Category (By Total Return)

YTD96
1-Month58
3-Month82
1-Year96
3-Year98
5-Year99

Load Adjusted Returns

1-Year-11.08%
3-Year-5.08%
5-Year-1.42%
10-Year7.04%