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Smead Value Y (SVFYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.93+0.21 (+0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.39%
5-year average return15.00%
Number of years up7
Number of years down2
Best 1-yr total return (25 Apr 2024)43.03%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return43.03%
Worst 3-yr total return7.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSVFYXCategory
YTD10.92%17.52%
1-month7.13%-0.87%
3-month10.92%5.51%
1-year29.93%42.88%
3-year14.66%11.93%
5-year16.75%12.07%
10-year12.68%10.95%
Last bull market60.39%23.18%
Last bear market-13.23%-17.87%

Annual total return (%) history

Year
SVFYXCategory
2024
N/AN/A
2023
17.25%N/A
2022
-2.45%N/A
2021
43.03%N/A
2020
2.07%2.91%
2019
26.79%25.04%
2018
-4.38%-8.53%
2017
25.48%15.94%
2016
3.76%14.81%
2015
1.89%-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.92%N/AN/AN/A
20230.09%3.31%-0.94%14.46%
20220.56%-13.23%-1.72%13.75%
202120.36%9.09%0.54%8.35%
2020-31.96%21.98%9.27%12.54%
20198.25%6.98%1.29%8.09%
2018-3.89%2.46%7.77%-9.90%
20177.26%3.06%4.95%8.16%
2016-3.16%-0.64%3.50%4.19%
20151.87%1.12%-5.82%5.03%

Rank in category (by total return)

YTD18
1-month4
3-month18
1-year7
3-year1
5-year1

Load adjusted returns

1-year29.93%
3-year14.66%
5-year16.75%
10-year12.68%