IPFPX - Poplar Forest Partners Fund Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★★★
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%

Risk Statistics

3 Years
IPFPXCategory Average
5 Years
IPFPXCategory Average
10 Years
IPFPXCategory Average
Alpha
-17.19-0.07
-12.62-0.06
-8.22-0.04
Beta
1.320.01
1.280.01
1.270.01
Mean Annual Return
-0.20
0.130
0.790.01
R-squared
89.930.91
82.530.9
84.50.91
Standard Deviation
23.550.18
20.870.16
18.590.14
Sharpe Ratio
-0.170
0.020
0.480.01
Treynor Ratio
-5.160.01
-1.40.03
5.840.09