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 STI Up0.30%

Concorde Value (CONVX)

13.99 Down 0.12(0.85%) 23 May


Performance Overview as of Feb 28, 2013Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:1.00
Year-to-Date Return:5.61%
5-Year Average Return:-1.50%
Number of Years Up:19
Number of Years Down:6
Best 1 Yr Total Return (2003-12-31):21.00%
Worst 1Yr Total Return (2008-12-31):-37.76%
Best 3-Yr Total Return (N/A):12.18%
Worst 3-Yr Total Return (N/A):-11.49%
Load Adjusted Returns 
1-Year:6.96%
3-Year:7.44%
5-Year:-1.50%
10-Year:4.23%
Trailing Returns (%) vs. Benchmarks 
ReturnCONVXCategoryDiffIndex*Diff
Year To Date5.6112.31-6.7012.74-7.13
1-Month-0.081.69-1.771.93-2.01
3-Month6.346.59-0.257.18-0.84
1-Year6.9615.95-8.9916.89-9.93
3-Year7.4411.00-3.5612.80-5.36
5-Year-1.504.18-5.685.21-6.71
Last Bull Market (Sep 30, 2011 to Apr 30, 2012)21.9723.64-1.6745.76-23.79
Last Bear Market (Apr 30, 2011 to Sep 30, 2011)-21.31-18.13-3.18-18.25-3.06
* Index means [S&P 500 TR USD]
Annual Total Return (%) History () 
YearCONVXCategoryDiff
2013N/AN/AN/A
2012
 
10.7914.96-4.17
2011
 
-5.19-1.27-3.91
2010
 
11.0414.01-2.97
2009
 
12.6528.17-15.52
2008
 
-37.76-37.790.03
2007
 
-1.106.16-7.26
2006
 
18.4214.174.25
2005
 
6.085.880.20
2004
 
9.9810.02-0.05
2003
 
21.0027.05-6.05
2002
 
-17.43-22.254.82
2001
 
1.08-13.5014.58
2000
 
15.32-6.3121.63
1999
 
6.7320.16-13.43
1998
 
2.2722.39-20.12
1997
 
29.0928.370.71
1996
 
18.0320.76-2.73
1995
 
24.0832.35-8.28
1994
 
-3.97-0.93-3.04
1993
 
10.4710.210.27
1992
 
14.657.007.65
1991
 
27.5030.90-3.41
1990
 
-16.71-3.13-13.58
1989
 
4.4325.43-21.01
1988
 
14.0114.20-0.18
Past Quarterly Returns (%) for CONVX 
Q1Q2Q3Q4
20138.99N/AN/AN/A
201210.30-1.743.78-1.51
20116.74-1.70-17.8710.03
20103.07-11.3611.878.64
2009-15.3515.3310.524.41
2008-7.31-4.15-9.58-22.51
2007-1.405.69-1.02-4.11
20065.51-0.414.487.85
20051.480.303.081.10
20042.252.08-3.459.13
2003-6.0611.513.0012.14
20021.98-9.45-14.454.52
2001-5.136.75-9.6210.44
20004.542.355.711.96
1999-0.3310.31-8.285.84
199812.71-2.42-20.7817.38
19971.5416.3311.70-2.17
19965.343.032.126.50
19953.729.196.812.58
1994-0.58-0.673.80-6.32
19934.440.632.582.47
19927.18-2.09-1.1510.53
199119.371.750.384.57
1990-2.081.54-20.705.63
19899.982.561.45-8.74
198818.374.91-7.23-1.03
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date791717 4.60
1-Month941751 5.37
3-Month871721 5.06
6-Month951674 5.68
1-Year9316325.70
3-Year9614516.62
5-Year9913057.59