Nasdaq - Delayed Quote USD

Clipper (CFIMX)

137.88
+0.84
+(0.61%)
At close: January 14 at 6:46:46 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.63%
5y Average Return 10.04%
Number of Years Up 32
Number of Years Down 8
Best 1Y Total Return (Jan 13, 2025) 34.22%
Worst 1Y Total Return (Jan 13, 2025) --
Best 3Y Total Return 34.22%
Worst 3Y Total Return 1.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CFIMX
Category
YTD
19.49%
4.44%
1-Month
-4.98%
-4.04%
3-Month
0.66%
4.09%
1-Year
19.49%
14.37%
3-Year
8.48%
6.04%
5-Year
10.58%
9.20%
10-Year
10.45%
8.57%
Last Bull Market
15.51%
22.97%
Last Bear Market
-16.50%
-11.27%

Annual Total Return (%) History

Year
CFIMX
Category
2024
19.49%
--
2023
31.48%
11.63%
2022
-18.75%
-5.90%
2021
17.78%
26.22%
2020
9.96%
2.91%
2019
29.63%
25.04%
2018
-12.92%
-8.53%
2017
17.69%
15.94%

2016
15.62%
14.81%
2015
6.44%
-4.05%
2014
7.75%
10.21%
2013
34.22%
31.21%
2012
12.31%
14.57%
2011
2.29%
-0.75%
2010
14.77%
13.66%
2009
37.60%
24.13%
2008
-49.57%
-37.09%
2007
0.05%
1.42%
2006
15.28%
18.15%
2005
-0.24%
5.95%
2004
5.87%
12.97%
2003
19.35%
28.44%
2002
-5.50%
-18.69%
2001
10.26%
-4.99%
2000
37.40%
7.87%
1999
-2.02%
6.72%
1998
19.20%
12.00%
1997
30.44%
26.61%
1996
19.43%
20.08%
1995
45.22%
32.39%
1994
-2.45%
-0.70%
1993
11.20%
--
1992
15.90%
--
1991
32.57%
--
1990
-7.57%
--
1989
22.11%
--
1988
19.67%
--
1987
3.07%
--
1986
18.74%
--
1985
26.42%
--
1984
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.13% 1.30% 3.58% 0.66%
2023 4.36% 11.53% -0.45% 13.47%
2022 -4.23% -16.50% -8.33% 10.84%
2021 11.74% 7.68% -4.45% 2.45%
2020 -25.13% 17.57% 7.14% 16.60%
2019 12.58% 3.83% 2.12% 8.60%
2018 -1.74% 4.26% 3.20% -17.63%
2017 2.92% 3.82% 4.16% 5.75%
2016 -3.69% 5.18% 6.96% 6.70%
2015 2.00% 1.65% -5.32% 8.42%

2014 1.50% 4.41% -0.84% 2.54%
2013 12.61% 3.56% 3.59% 11.11%
2012 9.02% -3.68% 4.78% 2.07%
2011 6.57% 1.41% -13.13% 8.95%
2010 6.45% -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%
2006 1.44% -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%
2002 5.71% -6.22% -12.34% 8.74%
2001 1.03% 3.02% -2.52% 8.67%
2000 -3.03% 5.55% 16.20% 15.54%
1999 -3.34% 7.37% -4.31% -1.34%
1998 7.12% 0.83% -1.74% 12.32%
1997 3.27% 14.19% 4.44% 5.91%
1996 5.25% 5.27% 2.12% 5.55%
1995 12.02% 12.74% 7.49% 6.97%
1994 -4.76% 0.23% 2.16% 0.03%
1993 4.17% -0.37% 1.47% 5.59%
1992 -1.27% 4.46% 4.37% 7.66%
1991 12.76% -0.46% 6.54% 10.86%
1990 -7.46% 5.77% -15.64% 11.93%
1989 7.13% 10.36% 6.95% -3.43%
1988 9.03% 4.65% 4.80% 0.07%
1987 12.17% -0.29% -0.27% -7.59%
1986 17.22% -0.14% -1.94% 3.44%
1985 7.30% 7.59% -2.28% 12.06%
1984 1.26% 12.00% 5.14% --

Rank in Category (By Total Return)

YTD 10
1-Month 22
3-Month 11
1-Year 10
3-Year 15
5-Year 26

Load Adjusted Returns

1-Year 19.49%
3-Year 8.48%
5-Year 10.58%
10-Year 10.45%

Performance & Risk

YTD Return 0.63%
5y Average Return 10.04%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Clipper Fund
Net Assets 1.15B
YTD Return 19.49%
Yield 0.92%
Morningstar Rating
Inception Date Feb 29, 1984

Fund Summary

The fund's investment adviser uses the Davis Investment Discipline to invest Clipper Fund's portfolio principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by large companies with market capitalizations of at least $10 billion. The fund's portfolio generally contains between 15 and 35 companies, although the precise number of its investments will vary over time. It is non-diversified.

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