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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 46.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IPFPX | Category Average | IPFPX | Category Average | IPFPX | Category Average | |
| Alpha | -3.01 | -0.09 | 3.87 | -0.07 | -4.37 | -0.06 |
| BETA | 0.82 | 0.01 | 0.86 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.51 | 0.01 | 1.68 | 0.01 | 0.76 | 0.01 |
| R-squared | 63.12 | 0.85 | 60.32 | 0.82 | 67.95 | 0.84 |
| Standard Deviation | 17.84 | 0.25 | 18.58 | 0.2 | 19.41 | 0.17 |
| Sharpe Ratio | 0.09 | 0.01 | 0.93 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | 0.14 | 0.08 | 20.29 | 0.09 | 5.28 | 0.09 |
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