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Towle Deep Value (TDVFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.21-0.03 (-0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.37%
5-year average return11.91%
Number of years up9
Number of years down3
Best 1-yr total return (21 May 2024)54.87%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return54.87%
Worst 3-yr total return-4.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTDVFXCategory
YTD-5.28%26.79%
1-month-7.83%-1.77%
3-month-3.29%4.45%
1-year18.13%71.02%
3-year1.88%9.35%
5-year8.54%12.17%
10-year6.28%9.95%
Last bull market27.15%28.07%
Last bear market-10.33%-24.24%

Annual total return (%) history

Year
TDVFXCategory
2024
N/AN/A
2023
19.02%N/A
2022
-2.20%N/A
2021
26.16%N/A
2020
5.59%4.02%
2019
22.57%21.43%
2018
-31.89%-15.46%
2017
14.81%8.54%
2016
54.42%25.99%
2015
-16.49%-6.71%
2014
3.08%3.34%
2013
54.87%36.22%
2012
18.35%16.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.77%N/AN/AN/A
20230.59%0.41%0.17%17.65%
20221.91%-10.33%-7.04%15.12%
202128.10%-0.99%-3.23%2.79%
2020-49.19%39.69%9.67%35.63%
201912.63%-2.90%1.81%10.09%
2018-9.28%4.64%2.58%-30.07%
20174.18%-6.55%12.47%4.84%
20168.30%6.03%11.78%20.30%
2015-0.80%0.99%-19.61%3.68%
20141.11%2.74%-11.32%11.89%
201315.85%8.10%11.35%11.07%
201211.84%-10.49%8.06%9.40%

Rank in category (by total return)

YTD90
1-month99
3-month98
1-year30
3-year61
5-year35

Load adjusted returns

1-year18.13%
3-year1.88%
5-year8.54%
10-year6.28%