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Clifford Capital Partners Investor (CLFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.20-0.11 (-0.60%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.22%
5-year average return7.28%
Number of years up6
Number of years down3
Best 1-yr total return (20 May 2024)35.26%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return35.26%
Worst 3-yr total return6.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLFFXCategory
YTD-3.95%21.28%
1-month-4.90%-1.96%
3-month-1.31%4.90%
1-year7.34%55.83%
3-year-1.26%11.08%
5-year5.15%11.93%
10-year7.94%10.64%
Last bull market14.91%25.54%
Last bear market-10.04%-22.08%

Annual total return (%) history

Year
CLFFXCategory
2024
N/AN/A
2023
4.68%N/A
2022
-4.09%N/A
2021
19.73%N/A
2020
10.50%2.63%
2019
22.77%25.18%
2018
-8.12%-12.86%
2017
10.13%13.22%
2016
35.26%18.06%
2015
-10.22%-5.41%
2014
N/A9.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.00%N/AN/AN/A
2023-5.77%1.35%-1.69%11.49%
20220.37%-10.04%-6.59%13.72%
202117.97%4.32%-5.21%2.63%
2020-31.78%24.71%6.48%21.97%
201917.95%-2.72%-0.20%7.23%
2018-0.07%4.29%3.01%-14.42%
20171.00%0.14%3.25%5.46%
20168.37%1.77%14.04%7.55%
2015-0.93%-2.64%-9.88%3.28%
20142.76%1.26%6.66%N/A

Rank in category (by total return)

YTD100
1-month38
3-month100
1-year86
3-year99
5-year95

Load adjusted returns

1-year7.34%
3-year-1.26%
5-year5.15%
10-year7.94%