SVFAX - Smead Value Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return6.48%
5-Year Average Return9.53%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Feb. 3, 2019)26.25%
Worst 1 Yr Total Return (Feb. 3, 2019)-4.72%
Best 3-Yr Total Return26.25%
Worst 3-Yr Total Return7.20%

Trailing Returns (%) Vs. Benchmarks

ReturnSVFAXCategory
YTD-17.17%-15.51%
1-Month0.73%3.64%
3-Month21.84%-4.01%
1-Year-9.49%-1.71%
3-Year4.14%2.53%
5-Year4.91%3.96%
10-Year12.86%9.15%
Last Bull Market29.89%23.12%
Last Bear Market-15.39%-17.88%

Annual Total Return (%) History

Year
SVFAXCategory
2020
N/AN/A
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
2020-32.01%21.84%N/AN/A
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)

YTD69
1-Month35
3-Month5
1-Year66
3-Year26
5-Year42

Load Adjusted Returns

1-Year-14.69%
3-Year2.10%
5-Year3.68%
10-Year12.19%