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Clifford Capital Fcs Sm Cp Val Inv (FSVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.10+0.10 (+0.91%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-8.41%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (7 May 2024)20.72%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return20.72%
Worst 3-yr total return7.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSVRXCategory
YTD-12.66%26.79%
1-month-4.55%-1.77%
3-month-5.24%4.45%
1-year7.48%71.02%
3-year-4.17%9.35%
5-year0.00%12.17%
10-year0.00%9.95%
Last bull market6.09%28.07%
Last bear market-14.09%-24.24%

Annual total return (%) history

Year
FSVRXCategory
2024
N/AN/A
2023
17.50%N/A
2022
-11.60%N/A
2021
20.72%N/A
2020
N/A4.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-8.49%N/AN/AN/A
2023-2.40%2.56%4.03%12.84%
2022-1.45%-14.09%-8.87%14.57%
202123.42%5.69%-9.31%2.05%
202021.33%10.13%29.93%N/A

Rank in category (by total return)

YTD100
1-month14
3-month100
1-year93
3-year98
5-yearN/A

Load adjusted returns

1-year7.48%
3-year-4.17%
5-yearN/A
10-yearN/A