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Clifford Capital Fcs Sm Cp Val Spr Instl (FSVQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.60+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-11.60%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (19 June 2024)21.09%
Worst 1-yr total return (19 June 2024)N/A
Best 3-yr total return21.09%
Worst 3-yr total return8.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSVQXCategory
YTD-8.43%26.79%
1-month4.78%-1.77%
3-month0.18%4.45%
1-year17.04%71.02%
3-year-4.42%9.35%
5-year0.00%12.17%
10-year0.00%9.95%
Last bull market6.20%28.07%
Last bear market-14.00%-24.24%

Annual total return (%) history

Year
FSVQXCategory
2024
N/AN/A
2023
17.98%N/A
2022
-11.30%N/A
2021
21.09%N/A
2020
N/A4.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-8.51%N/AN/AN/A
2023-2.31%2.66%4.13%12.98%
2022-1.29%-14.00%-8.86%14.65%
202123.59%5.75%-9.29%2.14%
202021.48%10.24%29.98%N/A

Rank in category (by total return)

YTD100
1-month38
3-month95
1-year88
3-year98
5-yearN/A

Load adjusted returns

1-year17.04%
3-year-4.42%
5-yearN/A
10-yearN/A