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Poplar Forest Partners Fund (PFPFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.60-0.26 (-0.49%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.20%
5-year average return9.48%
Number of years up10
Number of years down4
Best 1-yr total return (25 Apr 2024)45.62%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return45.62%
Worst 3-yr total return-1.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFPFXCategory
YTD9.50%17.52%
1-month5.27%-0.87%
3-month9.50%5.51%
1-year17.62%42.88%
3-year9.36%11.93%
5-year11.08%12.07%
10-year7.41%10.95%
Last bull market63.77%23.18%
Last bear market-7.40%-17.87%

Annual total return (%) history

Year
PFPFXCategory
2024
N/AN/A
2023
4.73%N/A
2022
0.56%N/A
2021
38.88%N/A
2020
-1.51%2.91%
2019
21.33%25.04%
2018
-18.80%-8.53%
2017
6.53%15.94%
2016
25.93%14.81%
2015
-7.05%-4.05%
2014
9.90%10.21%
2013
45.62%31.21%
2012
16.71%14.57%
2011
-4.76%-0.75%
2010
14.96%13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.50%N/AN/AN/A
2023-2.50%-0.72%-2.92%11.45%
20224.02%-7.40%-8.35%13.92%
202122.46%7.21%-0.99%6.85%
2020-34.58%21.52%0.48%23.29%
201913.17%-0.33%0.21%7.33%
2018-5.00%1.91%6.17%-21.01%
20170.56%-2.21%2.68%5.50%
20162.78%2.58%8.60%9.99%
2015-0.64%2.74%-13.89%5.73%
20144.21%5.29%-0.25%0.41%
201316.32%6.92%5.74%10.73%
201214.24%-8.10%5.74%5.14%
20115.54%1.26%-20.32%11.84%
201010.20%-14.34%10.85%9.87%

Rank in category (by total return)

YTD36
1-month39
3-month36
1-year74
3-year43
5-year46

Load adjusted returns

1-year17.62%
3-year9.36%
5-year11.08%
10-year7.41%