Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPFPX (POPLAR FOREST PARTNERS FUND INSTITUTIONAL CLASS) | 15.97% | 35.24% | 19.46% | 6.74% | 8.71% | 9.58% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPFPX (POPLAR FOREST PARTNERS FUND INSTITUTIONAL CLASS) | 01/04/2010 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 35.24 | 19.46 | 6.74 | 8.71 | 9.58 | NA | … | … | 15.97 | 22.94 | 6.24 | 5.02 | -3.89 | 23.53 | -1.26 | 21.64 | -18.64 | 6.84 | 26.29 | -6.82 | 10.18 | 46.04 | 16.98 | -4.50 | 13.57 |
| Sharpe Ratio | NA | 2.76 | 1.17 | 0.27 | 0.34 | NA | NA | … | … | 2.95 | 1.22 | 0.23 | 0.10 | -0.25 | 1.10 | -0.04 | 1.27 | -1.11 | 0.58 | 1.37 | -0.37 | 0.77 | 3.39 | 1.05 | -0.17 | 0.70 |
| Standard Deviation(%) | NA | 12.27 | 13.76 | 16.86 | 20.32 | NA | NA | … | … | 13.39 | 16.57 | 11.36 | 14.04 | 21.06 | 21.41 | 41.14 | 15.83 | 18.04 | 10.67 | 19.10 | 18.28 | 13.20 | 13.56 | 16.28 | 26.76 | 19.35 |
| Draw Down(%) | NA | 8.31 | 14.15 | 23.41 | 47.77 | NA | NA | … | … | 8.31 | 14.15 | 7.89 | 15.09 | 17.94 | 15.92 | 44.08 | 11.02 | 28.23 | 10.63 | 14.20 | 18.87 | 11.92 | 5.68 | 15.34 | 25.63 | 17.78 |
| Yield(%) | 0.00 | 10.08 | 8.86 | 4.77 | 5.46 | 6.73 | 6.06 | … | … | 0.00 | 10.62 | 10.34 | 3.92 | 1.17 | 2.54 | 2.32 | 1.96 | 9.00 | 5.03 | 2.73 | 0.87 | 7.19 | 6.62 | 1.90 | 1.00 | 1.11 |
Data as of 06/03/2026, Common starting date is 01/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPFPX (POPLAR FOREST PARTNERS FUND INSTITUTIONAL CLASS) |
-11.73%
Mar 2017 – Mar 2020 |
-3.91%
Mar 2015 – Mar 2020 |
4.34%
Mar 2010 – Mar 2020 |
7.80%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPFPX (POPLAR FOREST PARTNERS FUND INSTITUTIONAL CLASS) |
27.98%
Sep 2011 – Sep 2014 |
17.62%
Sep 2011 – Sep 2016 |
12.92%
Sep 2011 – Sep 2021 |
9.95%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart