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Clipper (CFIMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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141.30-0.01 (-0.01%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.33%
5-year average return10.64%
Number of years up31
Number of years down8
Best 1-yr total return (17 Apr 2024)37.60%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return37.60%
Worst 3-yr total return1.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFIMXCategory
YTD13.13%14.84%
1-month4.34%1.65%
3-month13.13%7.55%
1-year42.53%40.47%
3-year8.41%16.77%
5-year12.50%16.15%
10-year10.51%13.21%
Last bull market38.33%24.09%
Last bear market-16.50%-17.61%

Annual total return (%) history

Year
CFIMXCategory
2024
N/AN/A
2023
31.48%N/A
2022
-18.75%N/A
2021
17.78%N/A
2020
9.96%15.83%
2019
29.63%28.78%
2018
-12.92%-6.27%
2017
17.69%20.44%
2016
15.62%10.37%
2015
6.44%-1.07%
2014
7.75%10.96%
2013
34.22%31.50%
2012
12.31%14.96%
2011
2.29%-1.27%
2010
14.77%14.01%
2009
37.60%28.17%
2008
-49.57%-37.79%
2007
0.05%6.16%
2006
15.28%14.17%
2005
-0.24%5.88%
2004
5.87%10.02%
2003
19.35%27.05%
2002
-5.50%-22.25%
2001
10.26%-13.50%
2000
37.40%-6.31%
1999
-2.02%20.16%
1998
19.20%22.39%
1997
30.44%28.37%
1996
19.43%20.76%
1995
45.22%32.35%
1994
-2.45%-0.93%
1993
11.20%10.21%
1992
15.90%7.00%
1991
32.57%30.90%
1990
-7.57%-3.13%
1989
22.11%25.43%
1988
19.67%14.20%
1987
3.07%3.78%
1986
18.74%16.30%
1985
26.42%28.28%
1984
N/A2.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.13%N/AN/AN/A
20234.36%11.53%-0.45%13.47%
2022-4.23%-16.50%-8.33%10.84%
202111.74%7.68%-4.45%2.45%
2020-25.13%17.57%7.14%16.60%
201912.58%3.83%2.12%8.60%
2018-1.74%4.26%3.20%-17.63%
20172.92%3.82%4.16%5.75%
2016-3.69%5.18%6.96%6.70%
20152.00%1.65%-5.32%8.42%
20141.50%4.41%-0.84%2.54%
201312.61%3.56%3.59%11.11%
20129.02%-3.68%4.78%2.07%
20116.57%1.41%-13.13%8.95%
20106.45%-9.64%9.24%9.23%
2009-11.11%20.62%20.41%6.57%
2008-14.53%-8.20%-12.23%-26.77%
2007-2.41%4.99%-1.43%-0.93%
20061.44%-0.11%4.11%9.27%
2005-3.06%1.20%0.48%1.20%
2004-2.76%2.71%-2.31%8.51%
2003-10.17%17.32%3.63%9.27%
20025.71%-6.22%-12.34%8.74%
20011.03%3.02%-2.52%8.67%
2000-3.03%5.55%16.20%15.54%
1999-3.34%7.37%-4.31%-1.34%
19987.12%0.83%-1.74%12.32%
19973.27%14.19%4.44%5.91%
19965.25%5.27%2.12%5.55%
199512.02%12.74%7.49%6.97%
1994-4.76%0.23%2.16%0.03%
19934.17%-0.37%1.47%5.59%
1992-1.27%4.46%4.37%7.66%
199112.76%-0.46%6.54%10.86%
1990-7.46%5.77%-15.64%11.93%
19897.13%10.36%6.95%-3.43%
19889.03%4.65%4.80%0.07%
198712.17%-0.29%-0.27%-7.59%
198617.22%-0.14%-1.94%3.44%
19857.30%7.59%-2.28%12.06%
19841.26%12.00%5.14%N/A

Rank in category (by total return)

YTD7
1-month12
3-month7
1-year2
3-year81
5-year76

Load adjusted returns

1-year42.53%
3-year8.41%
5-year12.50%
10-year10.51%