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Smead Value Investor (SMVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.80+0.21 (+0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.96%
5-year average return14.59%
Number of years up13
Number of years down2
Best 1-yr total return (24 Apr 2024)42.50%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return42.50%
Worst 3-yr total return6.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMVLXCategory
YTD10.79%17.52%
1-month7.08%-0.87%
3-month10.79%5.51%
1-year29.43%42.88%
3-year14.25%11.93%
5-year16.32%12.07%
10-year12.27%10.95%
Last bull market59.89%23.18%
Last bear market-13.33%-17.87%

Annual total return (%) history

Year
SMVLXCategory
2024
N/AN/A
2023
16.81%N/A
2022
-2.78%N/A
2021
42.50%N/A
2020
1.70%2.91%
2019
26.28%25.04%
2018
-4.79%-8.53%
2017
24.97%15.94%
2016
3.32%14.81%
2015
1.49%-4.05%
2014
14.43%10.21%
2013
37.53%31.21%
2012
27.83%14.57%
2011
4.67%-0.75%
2010
12.39%13.66%
2009
30.81%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.79%N/AN/AN/A
2023-0.02%3.17%-1.03%14.41%
20220.48%-13.33%-1.82%13.72%
202120.22%8.97%0.44%8.30%
2020-32.02%21.86%9.15%12.48%
20198.13%6.87%1.19%7.99%
2018-4.01%2.30%7.60%-9.90%
20177.15%2.97%4.85%8.03%
2016-3.26%-0.74%3.37%4.09%
20151.80%1.02%-5.93%4.91%
20143.34%2.33%0.89%7.26%
201315.05%4.13%5.28%9.04%
201213.98%-0.69%11.82%0.99%
20114.82%1.29%-13.66%14.19%
20107.03%-13.85%11.03%9.77%
2009-8.38%14.53%18.66%5.06%
2008-6.88%-3.75%-23.31%N/A

Rank in category (by total return)

YTD19
1-month4
3-month19
1-year8
3-year2
5-year1

Load adjusted returns

1-year29.43%
3-year14.25%
5-year16.32%
10-year12.27%