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Frontier Phocas Small Cap Value Fund Institutional Class (FPSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.67-0.00 (-0.02%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return12.84%
5-year average return6.21%
Number of years up8
Number of years down5
Best 1-yr total return (3 Feb 2019)45.63%
Worst 1-yr total return (3 Feb 2019)-24.68%
Best 3-yr total return45.63%
Worst 3-yr total return-4.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFPSVXCategory
YTD-24.45%20.19%
1-month4.39%0.02%
3-month-12.76%4.36%
1-year-13.15%60.18%
3-year-4.79%11.32%
5-year-0.34%13.88%
10-year6.73%11.19%
Last bull market24.35%27.98%
Last bear market-24.49%-24.08%

Annual total return (%) history

Year
FPSVXCategory
2020
N/A10.99%
2019
24.63%23.75%
2018
-17.52%-12.72%
2017
8.17%12.28%
2016
23.31%20.78%
2015
-4.35%-5.38%
2014
7.19%3.79%
2013
45.63%37.39%
2012
9.75%15.46%
2011
-5.99%-4.07%
2010
29.94%25.61%
2009
24.29%31.80%
2008
-24.68%-36.56%
2007
-7.37%-1.10%
2006
N/A15.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-36.45%N/AN/AN/A
201913.94%2.15%-0.75%7.89%
2018-1.06%4.71%0.30%-20.63%
2017-0.13%-0.28%5.78%2.67%
20160.37%3.34%5.68%12.49%
20153.83%-3.21%-6.38%1.66%
20141.66%5.08%-6.70%7.54%
201313.80%3.01%11.63%11.29%
201210.44%-6.28%4.42%1.54%
20115.30%-2.82%-20.11%15.00%
201011.26%-10.51%11.30%17.25%
2009-18.35%18.95%22.69%4.30%
2008-7.60%-2.43%3.60%-19.36%
20073.25%3.10%-4.39%-9.00%
20069.81%N/AN/AN/A

Rank in category (by total return)

YTD87
1-month73
3-month90
1-year85
3-year91
5-year87

Load adjusted returns

1-year-13.15%
3-year-4.79%
5-year-0.34%
10-year6.73%