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Smead Value A (SVFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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80.35+0.68 (+0.85%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.50%
5-year average return14.48%
Number of years up7
Number of years down2
Best 1-yr total return (18 Apr 2024)42.51%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return42.51%
Worst 3-yr total return6.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSVFAXCategory
YTD10.81%17.52%
1-month7.09%-0.87%
3-month10.81%5.51%
1-year29.48%42.88%
3-year14.26%11.93%
5-year16.32%12.07%
10-year12.28%10.95%
Last bull market59.91%23.18%
Last bear market-13.34%-17.87%

Annual total return (%) history

Year
SVFAXCategory
2024
N/AN/A
2023
16.84%N/A
2022
-2.78%N/A
2021
42.51%N/A
2020
1.68%2.91%
2019
26.25%25.04%
2018
-4.72%-8.53%
2017
25.06%15.94%
2016
3.38%14.81%
2015
1.44%-4.05%
2014
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.81%N/AN/AN/A
2023-0.02%3.17%-1.02%14.43%
20220.48%-13.34%-1.82%13.72%
202120.24%8.97%0.43%8.30%
2020-32.01%21.84%9.17%12.44%
20198.11%6.87%1.18%8.00%
2018-4.00%2.36%7.69%-9.97%
20177.14%2.98%4.88%8.06%
2016-3.25%-0.75%3.39%4.13%
20151.77%1.02%-5.92%4.87%
20142.30%0.84%7.26%N/A

Rank in category (by total return)

YTD19
1-month4
3-month19
1-year7
3-year2
5-year1

Load adjusted returns

1-year22.04%
3-year12.03%
5-year14.95%
10-year11.61%