Nasdaq - Delayed Quote USD

Clifford Capital Partners Investor (CLFFX)

17.82 -0.04 (-0.22%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.89%
5y Average Return 7.55%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Jun 7, 2024) 35.26%
Worst 1Y Total Return (Jun 7, 2024) --
Best 3Y Total Return 35.26%
Worst 3Y Total Return 6.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLFFX
Category
YTD
0.89%
21.28%
1-Month
5.04%
-1.96%
3-Month
3.01%
4.90%
1-Year
18.73%
55.83%
3-Year
-1.11%
11.08%
5-Year
8.52%
11.93%
10-Year
8.35%
10.64%
Last Bull Market
14.91%
25.54%
Last Bear Market
-10.04%
-22.08%

Annual Total Return (%) History

Year
CLFFX
Category
2024
--
--
2023
4.68%
--
2022
-4.09%
--
2021
19.73%
--
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
--
9.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.00% -- -- --
2023 -5.77% 1.35% -1.69% 11.49%
2022 0.37% -10.04% -6.59% 13.72%
2021 17.97% 4.32% -5.21% 2.63%
2020 -31.78% 24.71% 6.48% 21.97%
2019 17.95% -2.72% -0.20% 7.23%
2018 -0.07% 4.29% 3.01% -14.42%
2017 1.00% 0.14% 3.25% 5.46%
2016 8.37% 1.77% 14.04% 7.55%
2015 -0.93% -2.64% -9.88% 3.28%

2014 2.76% 1.26% 6.66% --

Rank in Category (By Total Return)

YTD 94
1-Month 5
3-Month 63
1-Year 77
3-Year 99
5-Year 88

Load Adjusted Returns

1-Year 18.73%
3-Year -1.11%
5-Year 8.52%
10-Year 8.35%

Performance & Risk

YTD Return -0.89%
5y Average Return 7.55%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Clifford Capital
Net Assets 118.49M
YTD Return 0.89%
Yield 1.09%
Morningstar Rating
Inception Date Jan 30, 2014

Fund Summary

The fund invests primarily in equity securities of companies of any size that the fund's investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.

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