Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFPFX (POPLAR FOREST PARTNERS FUND CLASS A) | 17.16% | 37.75% | 19.61% | 6.69% | 8.41% | 9.47% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFPFX (POPLAR FOREST PARTNERS FUND CLASS A) | 01/04/2010 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.31 | 37.75 | 19.61 | 6.69 | 8.41 | 9.47 | NA | … | … | 17.16 | 22.63 | 5.97 | 4.75 | -4.13 | 23.23 | -1.55 | 21.33 | -18.83 | 6.57 | 25.97 | -7.05 | 9.90 | 45.62 | 16.72 | -4.76 | 13.43 |
| Sharpe Ratio | NA | 2.73 | 1.14 | 0.25 | 0.33 | NA | NA | … | … | 2.92 | 1.20 | 0.21 | 0.08 | -0.26 | 1.08 | -0.04 | 1.26 | -1.12 | 0.56 | 1.35 | -0.39 | 0.75 | 3.36 | 1.03 | -0.18 | 0.69 |
| Standard Deviation(%) | NA | 12.29 | 13.77 | 16.87 | 20.31 | NA | NA | … | … | 13.41 | 16.58 | 11.37 | 14.03 | 21.07 | 21.40 | 41.12 | 15.82 | 18.06 | 10.69 | 19.03 | 18.29 | 13.21 | 13.56 | 16.30 | 26.79 | 19.33 |
| Draw Down(%) | NA | 8.33 | 14.18 | 23.80 | 48.06 | NA | NA | … | … | 8.33 | 14.18 | 7.91 | 15.25 | 18.04 | 15.94 | 44.12 | 11.10 | 28.39 | 10.75 | 14.22 | 18.93 | 11.95 | 5.69 | 15.37 | 25.71 | 17.79 |
| Yield(%) | 0.00 | 9.92 | 8.57 | 4.54 | 5.09 | 6.42 | 5.70 | … | … | 0.00 | 10.34 | 10.07 | 3.67 | 0.95 | 2.21 | 2.10 | 1.64 | 8.72 | 4.70 | 2.21 | 0.62 | 6.98 | 6.38 | 1.66 | 0.81 | 1.04 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PFPFX (POPLAR FOREST PARTNERS FUND CLASS A) |
-11.96%
Mar 2017 – Mar 2020 |
-4.16%
Mar 2015 – Mar 2020 |
4.09%
Mar 2010 – Mar 2020 |
7.52%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFPFX (POPLAR FOREST PARTNERS FUND CLASS A) |
27.66%
Sep 2011 – Sep 2014 |
17.32%
Sep 2011 – Sep 2016 |
12.63%
Sep 2011 – Sep 2021 |
9.67%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart