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Clifford Capital Fcs Sm Cp Val Instl (FSVVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.70-0.02 (-0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-10.16%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (25 Jun 2024)21.04%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return21.04%
Worst 3-yr total return5.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSVVXCategory
YTD-8.49%26.79%
1-month4.77%-1.77%
3-month0.09%4.45%
1-year16.91%71.02%
3-year-4.50%9.35%
5-year0.00%12.17%
10-year0.00%9.95%
Last bull market6.22%28.07%
Last bear market-14.01%-24.24%

Annual total return (%) history

Year
FSVVXCategory
2024
N/AN/A
2023
17.86%N/A
2022
-11.39%N/A
2021
21.04%N/A
2020
10.34%4.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-8.49%N/AN/AN/A
2023-2.30%2.55%4.20%12.89%
2022-1.37%-14.01%-8.90%14.68%
202123.49%5.80%-9.32%2.16%
2020-36.62%21.48%10.24%29.99%

Rank in category (by total return)

YTD100
1-month38
3-month95
1-year88
3-year98
5-yearN/A

Load adjusted returns

1-year16.91%
3-year-4.50%
5-yearN/A
10-yearN/A