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Seafarer Overseas Value Investor (SFVLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.52-0.04 (-0.29%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.80%
5-Year Average Return5.68%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jun 25, 2024)22.92%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return22.92%
Worst 3-Yr Total Return2.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSFVLXCategory
YTD-1.44%8.73%
1-Month-2.56%1.20%
3-Month-0.36%5.47%
1-Year7.83%41.79%
3-Year3.40%11.48%
5-Year7.42%12.18%
10-Year0.00%4.39%
Last Bull Market13.17%17.73%
Last Bear Market-6.48%-25.55%

Annual Total Return (%) History

Year
SFVLXCategory
2024
N/AN/A
2023
13.30%N/A
2022
-0.84%N/A
2021
9.90%N/A
2020
3.97%17.90%
2019
21.69%19.25%
2018
-13.92%-16.07%
2017
22.92%34.17%
2016
N/A8.47%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.15%N/AN/AN/A
20234.98%3.09%-0.44%5.14%
20222.39%-6.48%-5.64%9.75%
20216.47%6.00%-3.92%1.35%
2020-27.06%13.13%5.60%19.31%
201911.41%5.25%-1.69%5.56%
20180.41%-3.71%-2.14%-9.02%
20178.74%6.96%3.80%1.82%
20163.93%-0.36%N/AN/A

Rank In Category (By Total Return)

YTD94
1-Month100
3-Month93
1-Year87
3-Year4
5-Year17

Load Adjusted Returns

1-Year7.83%
3-Year3.40%
5-Year7.42%
10-YearN/A