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PFS Funds - Castle Focus Fund (CASTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.780.00 (0.00%)
At close: 06:05PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.21%
5-year average return5.22%
Number of years up10
Number of years down3
Best 1-yr total return (21 Mar 2024)17.49%
Worst 1-yr total return (21 Mar 2024)N/A
Best 3-yr total return17.49%
Worst 3-yr total return3.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCASTXCategory
YTD1.51%4.44%
1-month1.05%-4.04%
3-month3.46%4.09%
1-year5.41%14.37%
3-year4.77%6.04%
5-year4.90%9.20%
10-year4.64%8.57%
Last bull market20.89%22.97%
Last bear market-10.11%-11.27%

Annual total return (%) history

Year
CASTXCategory
2023
3.23%11.63%
2022
-2.19%-5.90%
2021
11.22%26.22%
2020
0.60%2.91%
2019
17.49%25.04%
2018
-6.29%-8.53%
2017
11.55%15.94%
2016
9.60%14.81%
2015
-3.52%-4.05%
2014
7.47%10.21%
2013
13.76%31.21%
2012
1.53%14.57%
2011
6.24%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20230.19%1.61%-2.92%4.45%
20225.21%-10.11%-7.33%11.60%
20212.74%3.98%-1.94%6.16%
2020-20.29%10.82%4.21%9.29%
20196.50%4.09%1.28%4.65%
2018-2.64%2.46%1.44%-7.40%
20174.43%3.03%2.37%1.28%
20163.64%5.56%0.70%-0.52%
2015-0.68%-0.31%-3.78%1.27%
20142.84%5.07%-1.81%1.30%
20136.61%-0.59%3.96%3.26%
20122.62%-1.55%4.57%-3.89%
20111.51%2.67%-5.21%7.53%
20105.33%5.00%N/AN/A

Rank in category (by total return)

YTD88
1-month94
3-month99
1-year93
3-year97
5-year98

Load adjusted returns

1-year5.41%
3-year4.77%
5-year4.90%
10-year4.64%