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Independent Franchise Partners US Equity (IFPUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.53+0.19 (+1.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.54%
5-year average return11.46%
Number of years up10
Number of years down2
Best 1-yr total return (2 May 2024)35.16%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return35.16%
Worst 3-yr total return6.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIFPUXCategory
YTD-0.87%14.84%
1-month-5.92%1.65%
3-month-0.81%7.55%
1-year6.73%40.47%
3-year3.84%16.77%
5-year10.98%16.15%
10-year11.15%13.21%
Last bull market19.70%24.09%
Last bear market-12.53%-17.61%

Annual total return (%) history

Year
IFPUXCategory
2024
N/AN/A
2023
20.95%N/A
2022
-10.75%N/A
2021
17.86%N/A
2020
19.01%15.83%
2019
35.16%28.78%
2018
-7.07%-6.27%
2017
19.93%20.44%
2016
9.64%10.37%
2015
7.33%-1.07%
2014
10.95%10.96%
2013
26.21%31.50%
2012
11.89%14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.37%N/AN/AN/A
20238.59%8.52%-4.31%7.26%
20220.51%-12.53%-7.66%9.94%
20218.23%5.05%0.09%3.56%
2020-16.94%20.13%6.59%11.89%
201917.50%2.34%1.74%10.47%
2018-1.13%2.57%3.17%-11.17%
20179.85%3.75%-0.23%5.46%
20162.18%3.06%4.78%-0.64%
20152.64%1.65%-5.57%8.95%
20140.73%4.47%1.32%4.07%
20139.93%0.74%5.25%8.28%
20126.71%-0.56%5.86%-0.40%

Rank in category (by total return)

YTD99
1-month96
3-month99
1-year98
3-year89
5-year71

Load adjusted returns

1-year6.46%
3-year3.76%
5-year10.92%
10-year11.13%