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Pinnacle Value (PVFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.55+0.10 (+0.57%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.85%
5-year average return10.93%
Number of years up15
Number of years down5
Best 1-yr total return (25 Jun 2024)25.45%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return25.45%
Worst 3-yr total return-0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPVFIXCategory
YTD7.69%26.79%
1-month5.81%-1.77%
3-month7.76%4.45%
1-year30.54%71.02%
3-year9.40%9.35%
5-year12.32%12.17%
10-year5.94%9.95%
Last bull market14.18%28.07%
Last bear market-9.92%-24.24%

Annual total return (%) history

Year
PVFIXCategory
2024
N/AN/A
2023
25.45%N/A
2022
1.14%N/A
2021
14.31%N/A
2020
3.43%4.02%
2019
10.66%21.43%
2018
-11.69%-15.46%
2017
-0.12%8.54%
2016
16.51%25.99%
2015
-5.99%-6.71%
2014
4.86%3.34%
2013
16.55%36.22%
2012
18.88%16.00%
2011
-4.93%-4.45%
2010
13.52%26.17%
2009
12.71%31.32%
2008
-16.87%-32.24%
2007
15.43%-6.08%
2006
13.23%16.27%
2005
8.53%6.40%
2004
19.70%21.14%
2003
N/A42.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.85%N/AN/AN/A
20234.40%4.48%4.35%10.22%
20221.15%-9.92%1.33%9.54%
202111.07%6.42%-3.01%-0.29%
2020-23.34%4.39%11.73%15.67%
20196.36%-2.14%1.45%4.79%
2018-4.29%4.75%-2.55%-9.61%
2017-1.05%-2.95%0.90%3.07%
20160.88%5.16%3.00%6.64%
20150.23%3.30%-6.95%-2.42%
20141.09%1.65%-0.78%2.85%
20135.20%1.79%3.45%5.21%
20128.28%1.80%5.23%2.50%
20110.14%-0.14%-6.57%1.76%
20105.67%-0.44%2.58%5.18%
2009-3.14%8.84%6.63%0.27%
2008-2.70%-7.00%5.18%-12.67%
20074.20%7.02%5.13%-1.55%
20062.67%4.84%-0.14%5.34%
2005-0.31%4.92%2.61%1.13%
20044.17%0.00%1.28%13.46%
20035.21%4.22%N/AN/A

Rank in category (by total return)

YTD12
1-month14
3-month5
1-year15
3-year5
5-year28

Load adjusted returns

1-year30.54%
3-year9.40%
5-year12.32%
10-year5.94%