Nasdaq - Delayed Quote USD
Financial Investors Trust - Seafarer Overseas Value Fund (SIVLX)
14.94
-0.08
(-0.53%)
At close: May 30 at 8:02:13 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 15.98% |
| 5y Average Return | 12.55% |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 29, 2025) | 23.16% |
| Worst 1Y Total Return (May 29, 2025) | -- |
| Best 3Y Total Return | 23.16% |
| Worst 3Y Total Return | 2.84% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SIVLX
Category
- YTD
- 9.42%
- 8.73%
- 1-Month
- 4.27%
- 1.20%
- 3-Month
- 8.25%
- 5.47%
- 1-Year
- 4.49%
- 41.79%
- 3-Year
- 6.36%
- 11.48%
- 5-Year
- 11.37%
- 12.18%
- 10-Year
- 0.00%
- 4.39%
- Last Bull Market
- -2.12%
- 17.73%
- Last Bear Market
- -6.47%
- -25.55%
Annual Total Return (%) History
Year
SIVLX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 4.94% | -- | -- | -- |
| 2024 | 1.22% | -3.47% | 6.75% | -7.32% |
| 2023 | 4.97% | 3.16% | -0.51% | 5.20% |
| 2022 | 2.39% | -6.47% | -5.63% | 9.86% |
| 2021 | 6.46% | 6.07% | -3.91% | 1.41% |
| 2020 | -27.10% | 13.23% | 5.59% | 19.36% |
| 2019 | 11.51% | 5.25% | -1.61% | 5.60% |
| 2018 | 0.41% | -3.71% | -2.05% | -9.12% |
| 2017 | 8.86% | 6.87% | 3.89% | 1.90% |
| 2016 | 3.93% | -0.34% | -- | -- |
Rank in Category (By Total Return)
| YTD | 3 |
| 1-Month | 6 |
| 3-Month | 1 |
| 1-Year | 70 |
| 3-Year | 18 |
| 5-Year | 8 |
Load Adjusted Returns
| 1-Year | 4.49% |
| 3-Year | 6.36% |
| 5-Year | 11.37% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 15.98% |
| 5y Average Return | 12.55% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.74 |
| Morningstar Risk Rating |
Fund Overview
| Category | Diversified Emerging Mkts |
| Fund Family | Seafarer Funds |
| Net Assets | 98.47M |
| YTD Return | 9.42% |
| Yield | 3.60% |
| Morningstar Rating | |
| Inception Date | May 31, 2016 |
Fund Summary
Under normal market conditions, the fund seeks to achieve its investment objective by investing primarily in common stocks, preferred stocks, and debt obligations of foreign companies (which the fund regards as companies located outside the U.S).
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