Nasdaq - Delayed Quote USD
Patient Opportunity IS (MVISX)
37.82
-0.26
(-0.68%)
At close: 8:06:42 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -10.34% |
| 5y Average Return | 13.91% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 39.67% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 39.67% |
| Worst 3Y Total Return | -4.71% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MVISX
Category
- YTD
- -9.30%
- 21.28%
- 1-Month
- -9.89%
- -1.96%
- 3-Month
- -9.30%
- 4.90%
- 1-Year
- 2.50%
- 55.83%
- 3-Year
- 3.44%
- 11.08%
- 5-Year
- 17.87%
- 11.93%
- 10-Year
- 6.95%
- 10.64%
- Last Bull Market
- 24.64%
- 25.54%
- Last Bear Market
- -29.42%
- -22.08%
Annual Total Return (%) History
Year
MVISX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -9.30% | -- | -- | -- |
| 2024 | 12.18% | -1.70% | 5.94% | 8.51% |
| 2023 | 10.31% | 13.72% | -5.73% | 18.11% |
| 2022 | -6.97% | -29.42% | -4.31% | 2.06% |
| 2021 | 16.68% | 4.20% | -14.06% | -7.11% |
| 2020 | -38.93% | 47.58% | 13.52% | 35.88% |
| 2019 | 13.78% | 1.24% | -1.78% | 18.85% |
| 2018 | -26.59% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 100 |
| 1-Month | 100 |
| 3-Month | 100 |
| 1-Year | 33 |
| 3-Year | 72 |
| 5-Year | 42 |
Load Adjusted Returns
| 1-Year | 2.50% |
| 3-Year | 3.44% |
| 5-Year | 17.87% |
| 10-Year | 6.95% |
Performance & Risk
| YTD Return | -10.34% |
| 5y Average Return | 13.91% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.54 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Value |
| Fund Family | Patient Capital Management |
| Net Assets | 1.4B |
| YTD Return | -9.30% |
| Yield | 0.29% |
| Morningstar Rating | |
| Inception Date | Aug 22, 2018 |
Fund Summary
The fund normally makes investments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest without limit in the common stock of U.S. and foreign issuers of all sizes and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets measured as of the time of the borrowing, which is a practice known as leveraging. It is non-diversified.
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