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Nasdaq - Delayed Quote USD

Poplar Forest Partners Institutional (IPFPX)

46.34
-3.01
(-6.10%)
At close: April 4 at 8:01:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.58%
5y Average Return 20.64%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 3, 2025) 46.04%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 46.04%
Worst 3Y Total Return -0.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IPFPX
Category
YTD
6.24%
21.28%
1-Month
-1.71%
-1.96%
3-Month
6.24%
4.90%
1-Year
3.06%
55.83%
3-Year
4.72%
11.08%
5-Year
20.21%
11.93%
10-Year
7.47%
10.64%
Last Bull Market
8.70%
25.54%
Last Bear Market
-7.33%
-22.08%

Annual Total Return (%) History

Year
IPFPX
Category
2025
--
--
2024
6.30%
--
2023
5.00%
--
2022
0.82%
--
2021
39.23%
--
2020
-1.27%
2.63%
2019
21.64%
25.18%
2018
-18.61%
-12.86%

2017
6.80%
13.22%
2016
26.24%
18.06%
2015
-6.82%
-5.41%
2014
10.18%
9.31%
2013
46.04%
35.14%
2012
16.98%
16.60%
2011
-4.50%
-3.96%
2010
15.21%
21.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 6.24% -- -- --
2024 9.58% -3.63% 2.67% -1.95%
2023 -2.44% -0.66% -2.83% 11.50%
2022 4.08% -7.33% -8.29% 13.97%
2021 22.53% 7.28% -0.92% 6.90%
2020 -34.55% 21.62% 0.56% 23.33%
2019 13.26% -0.26% 0.26% 7.40%
2018 -4.96% 1.97% 6.26% -20.97%
2017 0.61% -2.15% 2.76% 5.56%
2016 2.84% 2.62% 8.68% 10.07%

2015 -0.59% 2.80% -13.82% 5.80%
2014 4.25% 5.37% -0.19% 0.49%
2013 16.42% 6.98% 5.80% 10.82%
2012 14.29% -8.05% 5.83% 5.19%
2011 5.61% 1.33% -20.25% 11.91%
2010 10.24% -14.26% 10.88% 9.93%

Rank in Category (By Total Return)

YTD 1
1-Month 15
3-Month 1
1-Year 28
3-Year 46
5-Year 22

Load Adjusted Returns

1-Year 3.06%
3-Year 4.72%
5-Year 20.21%
10-Year 7.47%

Performance & Risk

YTD Return 2.58%
5y Average Return 20.64%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Poplar Forest Capital
Net Assets 295.54M
YTD Return 6.24%
Yield 2.34%
Morningstar Rating
Inception Date Dec 31, 2009

Fund Summary

The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It generally focuses on 25 to 35 companies with (i) an investment grade debt rating, (ii) a history of paying common stock dividends, and (iii) a market capitalization among the top 1,000 companies in the United States.

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