Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPFCX (POPLAR FOREST CORNERSTONE FUND INSTITUTIONAL CLASS) | 11.45% | 25.40% | 14.87% | 8.22% | 9.10% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPFCX (POPLAR FOREST CORNERSTONE FUND INSTITUTIONAL CLASS) | 01/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 25.40 | 14.87 | 8.22 | 9.10 | NA | NA | … | … | 11.45 | 16.22 | 6.67 | 6.65 | -1.31 | 30.14 | 4.29 | 16.61 | -10.49 | 6.00 | 18.87 | -4.21 |
| Sharpe Ratio | NA | 2.78 | 1.28 | 0.52 | 0.55 | NA | NA | … | … | 2.79 | 1.28 | 0.41 | 0.32 | -0.18 | 2.17 | 0.15 | 1.44 | -0.99 | 0.82 | 1.60 | -0.38 |
| Standard Deviation(%) | NA | 8.07 | 8.95 | 11.23 | 13.60 | NA | NA | … | … | 9.01 | 10.44 | 7.45 | 9.46 | 15.47 | 13.87 | 27.69 | 10.55 | 12.02 | 6.53 | 11.67 | 11.07 |
| Draw Down(%) | NA | 5.67 | 9.33 | 14.33 | 32.14 | NA | NA | … | … | 5.67 | 9.33 | 5.35 | 10.86 | 14.33 | 6.50 | 32.10 | 6.88 | 18.07 | 5.85 | 8.09 | 11.70 |
| Yield(%) | 0.00 | 9.67 | 7.51 | 7.32 | 6.77 | 4.77 | 3.58 | … | … | 0.00 | 9.99 | 7.24 | 4.29 | 7.71 | 14.97 | 1.98 | 5.04 | 4.43 | 2.42 | 4.36 | 4.37 |
Data as of 06/04/2026, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPFCX (POPLAR FOREST CORNERSTONE FUND INSTITUTIONAL CLASS) |
-6.19%
Mar 2017 – Mar 2020 |
-0.93%
Mar 2015 – Mar 2020 |
6.62%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPFCX (POPLAR FOREST CORNERSTONE FUND INSTITUTIONAL CLASS) |
21.02%
Mar 2020 – Mar 2023 |
16.05%
Mar 2020 – Mar 2025 |
9.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart