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Pinnacle Value (PVFIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.64+0.10 (+0.57%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.79%
5-Year Average Return10.75%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Jul 1, 2024)25.45%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return25.45%
Worst 3-Yr Total Return-0.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPVFIXCategory
YTD7.69%26.79%
1-Month5.81%-1.77%
3-Month7.76%4.45%
1-Year30.54%71.02%
3-Year9.40%9.35%
5-Year12.32%12.17%
10-Year5.94%9.95%
Last Bull Market14.18%28.07%
Last Bear Market-9.92%-24.24%

Annual Total Return (%) History

Year
PVFIXCategory
2024
N/AN/A
2023
25.45%N/A
2022
1.14%N/A
2021
14.31%N/A
2020
3.43%4.02%
2019
10.66%21.43%
2018
-11.69%-15.46%
2017
-0.12%8.54%
2016
16.51%25.99%
2015
-5.99%-6.71%
2014
4.86%3.34%
2013
16.55%36.22%
2012
18.88%16.00%
2011
-4.93%-4.45%
2010
13.52%26.17%
2009
12.71%31.32%
2008
-16.87%-32.24%
2007
15.43%-6.08%
2006
13.23%16.27%
2005
8.53%6.40%
2004
19.70%21.14%
2003
N/A42.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.85%0.06%N/AN/A
20234.40%4.48%4.35%10.22%
20221.15%-9.92%1.33%9.54%
202111.07%6.42%-3.01%-0.29%
2020-23.34%4.39%11.73%15.67%
20196.36%-2.14%1.45%4.79%
2018-4.29%4.75%-2.55%-9.61%
2017-1.05%-2.95%0.90%3.07%
20160.88%5.16%3.00%6.64%
20150.23%3.30%-6.95%-2.42%
20141.09%1.65%-0.78%2.85%
20135.20%1.79%3.45%5.21%
20128.28%1.80%5.23%2.50%
20110.14%-0.14%-6.57%1.76%
20105.67%-0.44%2.58%5.18%
2009-3.14%8.84%6.63%0.27%
2008-2.70%-7.00%5.18%-12.67%
20074.20%7.02%5.13%-1.55%
20062.67%4.84%-0.14%5.34%
2005-0.31%4.92%2.61%1.13%
20044.17%0.00%1.28%13.46%
20035.21%4.22%N/AN/A

Rank In Category (By Total Return)

YTD12
1-Month14
3-Month5
1-Year15
3-Year5
5-Year28

Load Adjusted Returns

1-Year30.54%
3-Year9.40%
5-Year12.32%
10-Year5.94%