Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFCFX (POPLAR FOREST CORNERSTONE FUND CLASS A) | NA | -9.40% | -2.21% | 3.12% | NA | NA | NA | … | … |
Data as of 12/11/2020, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFCFX (POPLAR FOREST CORNERSTONE FUND CLASS A) | 01/02/2015 | 12/11/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.40 | -2.21 | 3.12 | NA | NA | NA | … | … | -11.59 | 11.56 | -14.67 | 5.74 | 18.52 | -4.43 |
| Sharpe Ratio | NA | -0.37 | -0.18 | 0.16 | NA | NA | NA | … | … | -0.46 | 0.90 | -1.24 | 0.78 | 1.56 | -0.41 |
| Standard Deviation(%) | NA | 26.35 | 17.80 | 15.08 | NA | NA | NA | … | … | 27.00 | 11.41 | 12.94 | 6.55 | 11.69 | 11.05 |
| Draw Down(%) | NA | 32.12 | 32.16 | 32.16 | NA | NA | NA | … | … | 32.12 | 6.89 | 21.77 | 5.93 | 8.14 | 11.79 |
| Yield(%) | 0.00 | 4.46 | 2.89 | 3.38 | 1.95 | 1.30 | 0.97 | … | … | 0.00 | 5.09 | 4.17 | 2.20 | 4.09 | 4.19 |
Data as of 12/11/2020, 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 |
|---|---|---|---|---|
| PFCFX (POPLAR FOREST CORNERSTONE FUND CLASS A) |
-6.33%
Mar 2017 – Mar 2020 |
-1.11%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFCFX (POPLAR FOREST CORNERSTONE FUND CLASS A) |
10.30%
Sep 2015 – Sep 2018 |
3.51%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart