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Poplar Forest Partners Institutional (IPFPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.08-0.29 (-0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.14%
5-year average return11.99%
Number of years up10
Number of years down4
Best 1-yr total return (2 Jun 2024)46.04%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return46.04%
Worst 3-yr total return-0.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIPFPXCategory
YTD4.32%4.44%
1-month-4.80%-4.04%
3-month3.74%4.09%
1-year10.88%14.37%
3-year6.48%6.04%
5-year9.50%9.20%
10-year7.02%8.57%
Last bull market25.29%22.97%
Last bear market-7.33%-11.27%

Annual total return (%) history

Year
IPFPXCategory
2024
N/AN/A
2023
5.00%11.63%
2022
0.82%-5.90%
2021
39.23%26.22%
2020
-1.27%2.91%
2019
21.64%25.04%
2018
-18.61%-8.53%
2017
6.80%15.94%
2016
26.24%14.81%
2015
-6.82%-4.05%
2014
10.18%10.21%
2013
46.04%31.21%
2012
16.98%14.57%
2011
-4.50%-0.75%
2010
15.21%13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.58%N/AN/AN/A
2023-2.44%-0.66%-2.83%11.50%
20224.08%-7.33%-8.29%13.97%
202122.53%7.28%-0.92%6.90%
2020-34.55%21.62%0.56%23.33%
201913.26%-0.26%0.26%7.40%
2018-4.96%1.97%6.26%-20.97%
20170.61%-2.15%2.76%5.56%
20162.84%2.62%8.68%10.07%
2015-0.59%2.80%-13.82%5.80%
20144.25%5.37%-0.19%0.49%
201316.42%6.98%5.80%10.82%
201214.29%-8.05%5.83%5.19%
20115.61%1.33%-20.25%11.91%
201010.24%-14.26%10.88%9.93%

Rank in category (by total return)

YTD56
1-month79
3-month58
1-year76
3-year42
5-year43

Load adjusted returns

1-year10.88%
3-year6.48%
5-year9.50%
10-year7.02%