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Nasdaq - Delayed Quote USD

1919 Financial Services Fund (SFSLX)

24.73
-1.34
(-5.14%)
At close: 8:03:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.92%
5y Average Return 16.92%
Number of Years Up 17
Number of Years Down 9
Best 1Y Total Return (Apr 2, 2025) 39.12%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 39.12%
Worst 3Y Total Return 2.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SFSLX
Category
YTD
5.59%
23.64%
1-Month
1.24%
-3.05%
3-Month
-1.51%
5.29%
1-Year
29.50%
61.45%
3-Year
5.05%
10.74%
5-Year
10.79%
14.55%
10-Year
9.22%
11.64%
Last Bull Market
32.69%
28.35%
Last Bear Market
-13.76%
-25.24%

Annual Total Return (%) History

Year
SFSLX
Category
2025
--
--
2024
23.99%
--
2023
0.69%
--
2022
-14.56%
--
2021
29.88%
--
2020
-0.64%
-1.15%
2019
28.21%
28.39%
2018
-15.57%
-14.21%

2017
13.82%
16.72%
2016
25.67%
19.09%
2015
5.77%
-0.87%
2014
5.38%
4.90%
2013
39.12%
34.57%
2012
21.95%
24.77%
2011
-6.18%
-15.12%
2010
12.60%
11.13%
2009
8.65%
25.26%
2008
-25.58%
-43.91%
2007
-10.45%
-11.64%
2006
13.11%
16.90%
2005
7.71%
6.74%
2004
13.79%
14.02%
2003
35.06%
33.56%
2002
-2.75%
-10.28%
2001
-4.52%
-2.05%
2000
29.33%
27.74%
1999
-10.97%
-1.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.37% -- -- --
2024 5.90% -1.86% 11.95% 6.56%
2023 -11.99% -1.03% -0.27% 15.91%
2022 -4.96% -13.76% -2.50% 6.91%
2021 18.46% 2.24% 2.06% 5.07%
2020 -32.96% 13.69% -1.98% 33.00%
2019 9.15% 6.27% 1.36% 9.04%
2018 0.80% 1.58% 0.54% -17.98%
2017 1.22% 2.19% 5.21% 4.58%
2016 -3.71% 2.13% 6.08% 20.47%

2015 -0.82% 4.08% -2.22% 4.80%
2014 -0.84% 0.06% -1.76% 8.12%
2013 12.68% 4.72% 5.44% 11.82%
2012 13.74% -0.42% 4.38% 3.15%
2011 3.04% -4.17% -15.14% 11.97%
2010 6.85% -6.51% 2.83% 9.62%
2009 -13.80% 11.94% 12.94% -0.30%
2008 -10.02% -10.05% 7.35% -14.34%
2007 -1.72% 1.62% -3.43% -7.15%
2006 5.23% -2.05% 5.34% 4.18%
2005 -3.31% 3.35% 4.09% 3.55%
2004 2.93% -0.94% 3.47% 7.86%
2003 -0.88% 13.12% 6.31% 13.30%
2002 7.66% 1.44% -11.74% 0.89%
2001 -9.45% 8.17% -7.55% 5.44%
2000 -2.44% 0.54% 17.88% 11.86%
1999 -5.96% 4.93% -13.23% 3.98%

Rank in Category (By Total Return)

YTD 40
1-Month 22
3-Month 51
1-Year 54
3-Year 68
5-Year 77

Load Adjusted Returns

1-Year 28.50%
3-Year 5.05%
5-Year 10.79%
10-Year 9.22%

Performance & Risk

YTD Return 1.92%
5y Average Return 16.92%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Financial
Fund Family 1919 Funds
Net Assets 128.6M
YTD Return 5.59%
Yield 0.00%
Morningstar Rating
Inception Date Nov 16, 1998

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or "junk bonds". It may invest in shares of open-end funds or ETFs.

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