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Clifford Capital Partners Institutional (CLIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.45-0.50 (-2.79%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.37%
5-year average return5.76%
Number of years up6
Number of years down3
Best 1-yr total return (28 Apr 2024)35.69%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return35.69%
Worst 3-yr total return6.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLIFXCategory
YTD1.10%21.28%
1-month3.15%-1.96%
3-month1.10%4.90%
1-year12.49%55.83%
3-year1.25%11.08%
5-year7.19%11.93%
10-year8.68%10.64%
Last bull market44.55%25.54%
Last bear market-9.96%-22.08%

Annual total return (%) history

Year
CLIFXCategory
2024
N/AN/A
2023
5.08%N/A
2022
-3.93%N/A
2021
20.05%N/A
2020
10.76%2.63%
2019
23.03%25.18%
2018
-8.01%-12.86%
2017
10.36%13.22%
2016
35.69%18.06%
2015
-10.04%-5.41%
2014
N/A9.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.10%N/AN/AN/A
2023-5.56%1.46%-1.66%11.53%
20220.36%-9.96%-6.53%13.74%
202118.06%4.39%-5.17%2.73%
2020-31.76%24.83%6.53%22.05%
201918.01%-2.65%-0.20%7.31%
2018-0.07%4.35%3.06%-14.41%
20171.00%0.21%3.38%5.48%
20168.46%1.95%14.00%7.64%
2015-0.85%-2.56%-9.80%3.22%
20142.86%1.25%6.65%N/A

Rank in category (by total return)

YTD98
1-month98
3-month98
1-year89
3-year100
5-year93

Load adjusted returns

1-year12.49%
3-year1.25%
5-year7.19%
10-year8.68%