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Poplar Forest Cornerstone Institutional (IPFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.22-0.12 (-0.41%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.02%
5-year average return9.35%
Number of years up6
Number of years down3
Best 1-yr total return (30 Jun 2024)29.99%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return29.99%
Worst 3-yr total return2.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIPFCXCategory
YTD4.66%11.35%
1-month2.05%0.99%
3-month1.98%5.92%
1-year16.25%32.83%
3-year4.42%11.75%
5-year10.69%11.53%
10-year0.00%8.98%
Last bull market19.13%17.67%
Last bear market-6.21%-15.71%

Annual total return (%) history

Year
IPFCXCategory
2024
N/AN/A
2023
6.63%N/A
2022
-1.30%N/A
2021
29.99%N/A
2020
4.29%13.51%
2019
16.61%21.35%
2018
-10.49%-7.93%
2017
6.00%15.80%
2016
18.87%7.93%
2015
-4.21%-2.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.48%N/AN/AN/A
2023-0.22%-0.11%-2.12%9.29%
20222.28%-6.21%-6.59%10.14%
202116.75%6.28%-0.55%5.34%
2020-24.59%16.02%1.07%17.94%
20199.35%0.75%0.51%5.31%
2018-2.25%1.70%4.64%-13.95%
20171.07%-0.91%1.79%3.97%
20163.54%3.04%5.33%5.77%
2015-0.48%1.57%-8.15%3.18%

Rank in category (by total return)

YTD91
1-month95
3-month87
1-year78
3-year17
5-year12

Load adjusted returns

1-year16.25%
3-year4.42%
5-year10.69%
10-yearN/A