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Private Capital Management Value I (VFPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.87+0.32 (+2.06%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.83%
5-Year Average Return11.00%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Jun 26, 2024)39.23%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return39.23%
Worst 3-Yr Total Return3.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVFPIXCategory
YTD3.00%20.19%
1-Month8.24%0.02%
3-Month3.53%4.36%
1-Year14.04%60.18%
3-Year5.64%11.32%
5-Year13.06%13.88%
10-Year8.78%11.19%
Last Bull Market18.16%27.98%
Last Bear Market-11.18%-24.08%

Annual Total Return (%) History

Year
VFPIXCategory
2024
N/AN/A
2023
7.12%N/A
2022
-1.17%N/A
2021
36.28%N/A
2020
13.79%10.99%
2019
17.14%23.75%
2018
-9.02%-12.72%
2017
15.50%12.28%
2016
11.89%20.78%
2015
-10.86%-5.38%
2014
12.38%3.79%
2013
39.23%37.39%
2012
8.82%15.46%
2011
-1.45%-4.07%
2010
N/A25.61%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.12%N/AN/AN/A
20238.41%-8.07%-0.68%8.22%
2022-3.70%-11.18%6.07%8.93%
202116.46%10.25%1.09%5.00%
2020-38.97%20.90%12.20%37.45%
201913.66%1.79%-5.87%7.56%
2018-0.98%12.42%-0.31%-18.02%
20177.08%0.86%4.31%2.53%
20160.87%-3.87%6.64%8.21%
20152.77%4.63%-12.78%-4.96%
2014-1.15%6.35%-2.32%9.43%
201315.33%2.78%7.46%9.30%
201213.45%-6.97%4.57%-1.40%
20117.93%0.32%-19.07%12.46%
20107.83%14.49%N/AN/A

Rank In Category (By Total Return)

YTD57
1-Month1
3-Month20
1-Year93
3-Year7
5-Year8

Load Adjusted Returns

1-Year14.04%
3-Year5.64%
5-Year13.06%
10-Year8.78%