Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSVVX (Clifford Capital Focused Small Cap Value Fund Institutional Class) | NA | 3.05% | -2.61% | 2.93% | NA | NA | NA | … | … |
Data as of 01/15/2025, Common starting date is 10/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSVVX (Clifford Capital Focused Small Cap Value Fund Institutional Class) | 10/02/2019 | 01/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.05 | -2.61 | 2.93 | NA | NA | NA | … | … | 0.00 | -4.33 | 17.86 | -15.76 | 8.48 | 10.35 | 10.22 |
| Sharpe Ratio | NA | -0.33 | -0.33 | 0.02 | NA | NA | NA | … | … | 0.00 | -0.64 | 0.65 | -0.68 | 0.35 | 0.23 | 3.20 |
| Standard Deviation(%) | NA | 16.76 | 21.32 | 28.19 | NA | NA | NA | … | … | NA | 17.08 | 21.16 | 25.24 | 24.39 | 44.76 | 14.84 |
| Draw Down(%) | NA | 9.79 | 25.95 | 42.72 | NA | NA | NA | … | … | 0.00 | 14.07 | 18.48 | 25.83 | 21.27 | 43.10 | 4.91 |
| Yield(%) | 0.00 | 0.00 | 0.91 | 1.23 | 0.68 | 0.45 | 0.34 | … | … | 0.00 | 0.00 | 2.96 | 0.31 | 1.09 | 1.62 | 0.09 |
Data as of 01/15/2025, Common starting date is 10/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSVVX (Clifford Capital Focused Small Cap Value Fund Institutional Class) |
-9.53%
Jun 2021 – Jun 2024 |
2.60%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSVVX (Clifford Capital Focused Small Cap Value Fund Institutional Class) |
15.84%
Mar 2020 – Mar 2023 |
3.25%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart