Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLIFX (CLIFFORD CAPITAL PARTNERS FUND INSTITUTIONAL CLASS) | 10.58% | 26.95% | 17.67% | 6.27% | 11.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLIFX (CLIFFORD CAPITAL PARTNERS FUND INSTITUTIONAL 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 (%) | -0.16 | 26.95 | 17.67 | 6.27 | 11.13 | NA | NA | … | … | 10.58 | 18.33 | 9.30 | 5.08 | -3.92 | 20.05 | 10.77 | 23.40 | -8.44 | 10.86 | 35.69 | -10.05 | 22.47 |
| Sharpe Ratio | NA | 1.75 | 0.95 | 0.24 | 0.50 | NA | NA | … | … | 1.66 | 0.90 | 0.40 | 0.09 | -0.27 | 1.17 | 0.27 | 1.54 | -0.70 | 0.85 | 2.30 | -0.65 | 2.39 |
| Standard Deviation(%) | NA | 13.87 | 15.59 | 16.77 | 19.29 | NA | NA | … | … | 14.97 | 17.20 | 14.34 | 16.44 | 19.82 | 17.17 | 38.92 | 14.26 | 14.07 | 12.01 | 15.40 | 15.48 | 10.45 |
| Draw Down(%) | NA | 9.47 | 16.00 | 21.12 | 40.18 | NA | NA | … | … | 9.47 | 15.61 | 7.64 | 15.78 | 19.02 | 13.35 | 40.10 | 13.74 | 20.72 | 6.45 | 9.52 | 16.12 | 6.33 |
| Yield(%) | 0.00 | 1.72 | 3.19 | 2.62 | 4.29 | 3.75 | 2.81 | … | … | 0.00 | 1.78 | 1.71 | 5.20 | 1.90 | 5.04 | 2.22 | 2.30 | 5.20 | 5.47 | 0.71 | 2.06 | 2.27 |
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 |
|---|---|---|---|---|
| CLIFX (CLIFFORD CAPITAL PARTNERS FUND INSTITUTIONAL CLASS) |
-5.41%
Mar 2017 – Mar 2020 |
1.02%
Mar 2015 – Mar 2020 |
8.00%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLIFX (CLIFFORD CAPITAL PARTNERS FUND INSTITUTIONAL CLASS) |
20.92%
Mar 2020 – Mar 2023 |
16.69%
Mar 2020 – Mar 2025 |
12.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart