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CFIMX: Clipper (MUTUAL FUND)
Basic Info 142.34 1.05(0.74%) March 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (97%) |
Start Date: | 12/26/1984 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 6.22% |
Expenses | 0.71% |
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Performance Analytics (As of 03/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/21/1990 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 10.1 | 41.5 | 7.4 | 11.7 | 10.4 | 14.3 | 7.3 | 10.6 | 31.6 | -18.8 | 17.8 | 10.0 | 29.7 | -12.9 | 17.7 | 15.7 | 6.4 | 7.8 | 34.2 | 12.3 | 2.3 | 14.9 | 37.6 | -49.5 | 0.1 | 15.3 | -0.3 | 5.9 | 19.4 | -5.5 | 10.4 | 39.4 | -2.1 | 19.2 | 30.7 | 19.5 | 45.2 | -2.5 | 11.3 | 16.0 | 32.8 | -7.6 | 17.8 | 14.5 | -12.1 | 14.9 | 25.1 | 1.8 |
Sharpe Ratio | NA | 3.7 | 2.67 | 0.25 | 0.43 | 0.49 | NA | NA | 0.47 | 1.69 | -0.79 | 1.14 | 0.27 | 1.93 | -0.82 | 2.1 | 0.96 | 0.41 | 0.69 | 3.14 | 0.96 | 0.11 | 0.86 | 1.13 | -1.12 | -0.18 | 1.3 | -0.31 | 0.58 | 1.21 | -0.32 | 0.77 | 1.5 | -0.44 | 1.25 | 2.05 | 1.25 | 3.99 | -0.52 | 0.83 | 1.46 | 2.41 | -0.87 | 1.08 | 0.74 | -0.82 | 0.77 | 2.85 | 26.61 |
Draw Down(%) | NA | 2.5 | 11.4 | 30.8 | 37.2 | 37.2 | NA | NA | 66.1 | 12.5 | 30.8 | 7.7 | 37.2 | 9.7 | 24.0 | 4.2 | 15.6 | 11.9 | 7.7 | 4.9 | 9.7 | 17.0 | 14.5 | 30.7 | 58.8 | 10.8 | 6.2 | 4.9 | 8.1 | 18.8 | 25.3 | 7.7 | 13.7 | 11.8 | 9.8 | 6.4 | 7.2 | 3.6 | 10.3 | 7.4 | 5.6 | 5.7 | 21.0 | 13.8 | 9.9 | 25.0 | 7.5 | 4.3 | 0.1 |
Standard Deviation(%) | NA | 13.6 | 14.8 | 19.4 | 23.1 | 19.2 | NA | NA | 17.5 | 16.3 | 25.6 | 15.6 | 35.9 | 14.7 | 17.3 | 8.1 | 16.1 | 15.7 | 11.3 | 10.9 | 12.9 | 21.1 | 17.2 | 33.2 | 45.0 | 16.7 | 9.3 | 7.8 | 8.4 | 15.4 | 20.5 | 10.7 | 23.6 | 12.1 | 12.7 | 13.2 | 12.6 | 10.4 | 10.6 | 11.1 | 9.2 | 12.0 | 14.7 | 11.2 | 13.2 | 19.6 | 13.8 | 7.0 | 13.3 |
Treynor Ratio | NA | 0.53 | 0.37 | 0.05 | 0.1 | 0.09 | NA | NA | 0.08 | 0.25 | -0.21 | 0.19 | 0.1 | 0.26 | -0.15 | 0.16 | 0.14 | 0.07 | 0.08 | 0.37 | 0.13 | 0.03 | 0.16 | 0.32 | -0.47 | -0.03 | 0.14 | -0.04 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.04 | 0.02 | -0.01 | -0.01 | -0.01 | NA | NA | 0.02 | 0.01 | 0.0 | -0.03 | -0.03 | -0.01 | -0.04 | -0.02 | 0.01 | 0.02 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | 0.02 | -0.07 | -0.02 | 0.01 | -0.02 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.94 | 1.07 | 0.99 | 0.99 | 1.0 | NA | NA | 1.0 | 1.1 | 0.97 | 0.94 | 0.99 | 1.09 | 0.96 | 1.05 | 1.13 | 0.96 | 0.93 | 0.93 | 0.94 | 0.87 | 0.92 | 1.17 | 1.07 | 1.02 | 0.84 | 0.66 | 0.64 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.64 | 0.77 | 0.81 | 0.86 | 0.87 | NA | NA | 0.62 | 0.79 | 0.88 | 0.66 | 0.92 | 0.87 | 0.9 | 0.75 | 0.86 | 0.91 | 0.9 | 0.9 | 0.87 | 0.95 | 0.94 | 0.92 | 0.95 | 0.93 | 0.86 | 0.75 | 0.66 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/21/1990
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