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Smead Value A (SVFAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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79.99+0.95 (+1.20%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.92%
5-Year Average Return14.19%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)42.51%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return42.51%
Worst 3-Yr Total Return6.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSVFAXCategory
YTD4.78%17.52%
1-Month-5.44%-0.87%
3-Month5.31%5.51%
1-Year20.10%42.88%
3-Year11.19%11.93%
5-Year13.94%12.07%
10-Year11.84%10.95%
Last Bull Market31.85%23.18%
Last Bear Market-13.34%-17.87%

Annual Total Return (%) History

Year
SVFAXCategory
2024
N/AN/A
2023
16.84%N/A
2022
-2.78%N/A
2021
42.51%N/A
2020
1.68%2.91%
2019
26.25%25.04%
2018
-4.72%-8.53%
2017
25.06%15.94%
2016
3.38%14.81%
2015
1.44%-4.05%
2014
N/A10.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.81%N/AN/AN/A
2023-0.02%3.17%-1.02%14.43%
20220.48%-13.34%-1.82%13.72%
202120.24%8.97%0.43%8.30%
2020-32.01%21.84%9.17%12.44%
20198.11%6.87%1.18%8.00%
2018-4.00%2.36%7.69%-9.97%
20177.14%2.98%4.88%8.06%
2016-3.25%-0.75%3.39%4.13%
20151.77%1.02%-5.92%4.87%
20142.30%0.84%7.26%N/A

Rank In Category (By Total Return)

YTD45
1-Month92
3-Month21
1-Year12
3-Year2
5-Year2

Load Adjusted Returns

1-Year13.19%
3-Year9.02%
5-Year12.60%
10-Year11.18%