Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSVQX (Clifford Capital Focused Small Cap Value Fund Super Institutional Class) | NA | 3.50% | -4.49% | NA | NA | NA | NA | … | … |
Data as of 11/26/2024, Common starting date is 02/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSVQX (Clifford Capital Focused Small Cap Value Fund Super Institutional Class) | 02/03/2020 | 11/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.50 | -4.49 | NA | NA | NA | NA | … | … | -4.59 | 17.98 | -15.71 | 8.46 | 16.46 |
| Sharpe Ratio | NA | -0.18 | -0.37 | NA | NA | NA | NA | … | … | -0.67 | 0.65 | -0.68 | 0.35 | 0.38 |
| Standard Deviation(%) | NA | 17.92 | 22.67 | NA | NA | NA | NA | … | … | 17.76 | 21.23 | 25.31 | 24.43 | 46.84 |
| Draw Down(%) | NA | 15.50 | 31.06 | NA | NA | NA | NA | … | … | 14.02 | 18.49 | 25.81 | 21.26 | 41.88 |
| Yield(%) | 0.00 | 2.50 | 1.16 | 1.37 | 0.69 | 0.46 | 0.34 | … | … | 0.00 | 2.71 | 0.31 | 1.33 | 2.17 |
Data as of 11/26/2024, Common starting date is 02/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSVQX (Clifford Capital Focused Small Cap Value Fund Super Institutional Class) |
-9.47%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSVQX (Clifford Capital Focused Small Cap Value Fund Super Institutional Class) |
15.85%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart