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Smead Value Y (SVFYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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80.92+0.95 (+1.19%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.07%
5-Year Average Return14.61%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)43.03%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return43.03%
Worst 3-Yr Total Return7.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSVFYXCategory
YTD4.94%17.52%
1-Month-5.39%-0.87%
3-Month5.43%5.51%
1-Year20.53%42.88%
3-Year11.58%11.93%
5-Year14.36%12.07%
10-Year12.26%10.95%
Last Bull Market32.02%23.18%
Last Bear Market-13.23%-17.87%

Annual Total Return (%) History

Year
SVFYXCategory
2024
N/AN/A
2023
17.25%N/A
2022
-2.45%N/A
2021
43.03%N/A
2020
2.07%2.91%
2019
26.79%25.04%
2018
-4.38%-8.53%
2017
25.48%15.94%
2016
3.76%14.81%
2015
1.89%-4.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.92%N/AN/AN/A
20230.09%3.31%-0.94%14.46%
20220.56%-13.23%-1.72%13.75%
202120.36%9.09%0.54%8.35%
2020-31.96%21.98%9.27%12.54%
20198.25%6.98%1.29%8.09%
2018-3.89%2.46%7.77%-9.90%
20177.26%3.06%4.95%8.16%
2016-3.16%-0.64%3.50%4.19%
20151.87%1.12%-5.82%5.03%

Rank In Category (By Total Return)

YTD40
1-Month91
3-Month19
1-Year11
3-Year1
5-Year1

Load Adjusted Returns

1-Year20.53%
3-Year11.58%
5-Year14.36%
10-Year12.26%