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Valued Advisers Trust - BFS Equity Fund (BFSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.02+0.15 (+0.79%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.07%
5-year average return8.44%
Number of years up7
Number of years down2
Best 1-yr total return (2 Nov 2023)32.87%
Worst 1-yr total return (2 Nov 2023)N/A
Best 3-yr total return32.87%
Worst 3-yr total return3.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBFSAXCategory
YTD8.07%5.31%
1-month2.37%-4.19%
3-month-2.76%3.90%
1-year12.03%20.31%
3-year5.96%6.48%
5-year8.44%11.78%
10-year0.00%10.96%
Last bull market33.85%25.56%
Last bear market-12.32%-15.11%

Annual total return (%) history

Year
BFSAXCategory
2023
N/A22.32%
2022
-18.54%-16.96%
2021
24.75%26.07%
2020
10.47%15.83%
2019
32.87%28.78%
2018
-2.89%-6.27%
2017
20.97%20.44%
2016
4.55%10.37%
2015
3.71%-1.07%
2014
7.11%10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20231.88%7.03%-2.08%N/A
2022-8.97%-12.32%-4.07%6.39%
20214.00%7.79%1.85%9.26%
2020-22.33%18.12%11.15%8.32%
201915.81%6.31%0.18%7.73%
20180.90%2.60%8.88%-13.84%
20175.75%3.23%3.66%6.90%
2016-1.30%0.62%3.32%1.90%
20152.15%1.32%-5.55%6.09%
20140.19%5.35%-0.54%2.03%

Rank in category (by total return)

YTD74
1-month29
3-month19
1-year76
3-year92
5-year85

Load adjusted returns

1-year4.89%
3-year5.84%
5-year8.00%
10-yearN/A