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Poplar Forest Partners Institutional (IPFPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.50+0.26 (+0.50%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.98%
5-year average return9.58%
Number of years up10
Number of years down4
Best 1-yr total return (2 May 2024)46.04%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return46.04%
Worst 3-yr total return-0.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIPFPXCategory
YTD4.32%17.52%
1-month-4.80%-0.87%
3-month3.74%5.51%
1-year10.88%42.88%
3-year6.48%11.93%
5-year9.50%12.07%
10-year7.02%10.95%
Last bull market25.29%23.18%
Last bear market-7.33%-17.87%

Annual total return (%) history

Year
IPFPXCategory
2024
N/AN/A
2023
5.00%N/A
2022
0.82%N/A
2021
39.23%N/A
2020
-1.27%2.91%
2019
21.64%25.04%
2018
-18.61%-8.53%
2017
6.80%15.94%
2016
26.24%14.81%
2015
-6.82%-4.05%
2014
10.18%10.21%
2013
46.04%31.21%
2012
16.98%14.57%
2011
-4.50%-0.75%
2010
15.21%13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.58%N/AN/AN/A
2023-2.44%-0.66%-2.83%11.50%
20224.08%-7.33%-8.29%13.97%
202122.53%7.28%-0.92%6.90%
2020-34.55%21.62%0.56%23.33%
201913.26%-0.26%0.26%7.40%
2018-4.96%1.97%6.26%-20.97%
20170.61%-2.15%2.76%5.56%
20162.84%2.62%8.68%10.07%
2015-0.59%2.80%-13.82%5.80%
20144.25%5.37%-0.19%0.49%
201316.42%6.98%5.80%10.82%
201214.29%-8.05%5.83%5.19%
20115.61%1.33%-20.25%11.91%
201010.24%-14.26%10.88%9.93%

Rank in category (by total return)

YTD56
1-month79
3-month58
1-year76
3-year42
5-year43

Load adjusted returns

1-year10.88%
3-year6.48%
5-year9.50%
10-year7.02%