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Poplar Forest Cornerstone Investor (IPFCX)
26.83
-0.39
(-1.43%)
At close: 8:01:14 PM EDT
Fund Summary
The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by building a balanced portfolio of debt and equity securities that aims to generate returns that exceed the Consumer Price Index by 3% per year while preserving capital. A full market cycle is deemed to be a multi-year period including a period of material increase in the U.S. stock market (a "bull market") and a period of material decline in the U.S. stock market (a "bear market").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.99% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -2.72% |
| 5y Average Return | 13.96% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IPFCX | Category Average | IPFCX | Category Average | IPFCX | Category Average | |
| Alpha | 0.78 | -0.02 | 6.57 | -0.02 | 0.69 | -0.01 |
| BETA | 0.95 | 0.01 | 1.03 | 0.01 | 1.18 | 0.01 |
| Mean Annual Return | 0.45 | 0.01 | 1.32 | 0.01 | 0.66 | 0.01 |
| R-squared | 77.56 | 0.94 | 72.19 | 0.93 | 74.33 | 0.93 |
| Standard Deviation | 13.44 | 0.16 | 13.95 | 0.13 | 13.75 | 0.12 |
| Sharpe Ratio | 0.06 | 0.01 | 0.93 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | -0.05 | 0.08 | 12.83 | 0.08 | 4.44 | 0.06 |
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