Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CLFFX (CLIFFORD CAPITAL PARTNERS FUND INVESTOR CLASS) 10.44% 26.64% 17.41% 6.01% 10.85% NA NA
Data as of 06/04/2026, Common starting date is 02/04/2014
More Performance Analytics Comparison
Name Start Date End Date
CLFFX (CLIFFORD CAPITAL PARTNERS FUND INVESTOR CLASS) 02/04/2014 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) -0.12 26.64 17.41 6.01 10.85 NA NA 10.44 18.10 9.08 4.68 -4.08 19.72 10.51 22.77 -8.56 10.64 35.26 -10.22 22.38
Sharpe Ratio NA 1.72 0.93 0.23 0.48 NA NA 1.63 0.89 0.38 0.06 -0.28 1.15 0.26 1.49 -0.71 0.85 2.27 -0.66 2.35
Standard Deviation(%) NA 13.89 15.59 16.78 19.29 NA NA 15.02 17.18 14.34 16.48 19.82 17.16 38.96 14.32 14.03 11.82 15.42 15.47 10.59
Draw Down(%) NA 9.51 16.03 21.36 40.20 NA NA 9.51 15.60 7.67 15.93 19.08 13.44 40.14 13.76 20.73 6.60 9.52 16.17 6.42
Yield(%) 0.00 1.46 2.84 2.44 4.00 3.49 2.62 0.00 1.51 1.30 4.91 1.85 4.98 2.26 1.91 4.92 5.31 0.57 2.12 1.87
Data as of 06/04/2026, Common starting date is 02/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLFFX (CLIFFORD CAPITAL PARTNERS FUND INVESTOR CLASS) -5.69%
Mar 2017 – Mar 2020
0.76%
Mar 2015 – Mar 2020
7.73%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLFFX (CLIFFORD CAPITAL PARTNERS FUND INVESTOR CLASS) 20.57%
Mar 2020 – Mar 2023
16.38%
Mar 2020 – Mar 2025
12.29%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return