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Clarkston Partners Founders (CFSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.78-0.09 (-0.65%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.14%
5-year average return8.06%
Number of years up6
Number of years down2
Best 1-yr total return (23 June 2024)24.10%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return24.10%
Worst 3-yr total return4.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFSMXCategory
YTD-0.78%21.28%
1-month2.65%-1.96%
3-month-3.40%4.90%
1-year8.15%55.83%
3-year-1.57%11.08%
5-year8.71%11.93%
10-year0.00%10.64%
Last bull market19.40%25.54%
Last bear market-7.26%-22.08%

Annual total return (%) history

Year
CFSMXCategory
2024
N/AN/A
2023
6.54%N/A
2022
-0.02%N/A
2021
8.09%N/A
2020
17.55%2.63%
2019
24.10%25.18%
2018
-7.11%-12.86%
2017
13.03%13.22%
2016
15.65%18.06%
2015
N/A-5.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.21%N/AN/AN/A
20230.00%5.85%-7.60%8.93%
20223.18%-7.26%-4.70%9.63%
202113.31%0.53%-7.63%2.73%
2020-21.74%16.84%4.47%23.05%
201910.78%3.19%1.51%6.96%
20180.71%2.49%0.91%-10.81%
20172.97%0.68%4.47%4.37%
20163.90%1.25%5.51%4.20%
20153.37%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month80
3-month100
1-year98
3-year99
5-year84

Load adjusted returns

1-year8.15%
3-year-1.57%
5-year8.71%
10-yearN/A