Nasdaq - Delayed Quote USD

Clifford Capital Partners Investor (CLFFX)

19.91
+0.30
+(1.53%)
At close: 8:00:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.19%
5y Average Return 14.54%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (May 14, 2025) 35.26%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 35.26%
Worst 3Y Total Return 3.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLFFX
Category
YTD
-4.33%
21.28%
1-Month
-4.83%
-1.96%
3-Month
-7.39%
4.90%
1-Year
8.65%
55.83%
3-Year
2.49%
11.08%
5-Year
11.60%
11.93%
10-Year
7.81%
10.64%
Last Bull Market
18.99%
25.54%
Last Bear Market
-10.04%
-22.08%

Annual Total Return (%) History

Year
CLFFX
Category
2025
--
--
2024
9.09%
--
2023
4.68%
--
2022
-4.09%
--
2021
19.73%
--
2020
10.50%
2.63%
2019
22.77%
25.18%
2018
-8.12%
-12.86%

2017
10.13%
13.22%
2016
35.26%
18.06%
2015
-10.22%
-5.41%
2014
--
9.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.52% -- -- --
2024 1.00% -3.69% 11.89% 0.23%
2023 -5.77% 1.35% -1.69% 11.49%
2022 0.37% -10.04% -6.59% 13.72%
2021 17.97% 4.32% -5.21% 2.63%
2020 -31.78% 24.71% 6.48% 21.97%
2019 17.95% -2.72% -0.20% 7.23%
2018 -0.07% 4.29% 3.01% -14.42%
2017 1.00% 0.14% 3.25% 5.46%
2016 8.37% 1.77% 14.04% 7.55%

2015 -0.93% -2.64% -9.88% 3.28%
2014 2.76% 1.26% 6.66% --

Rank in Category (By Total Return)

YTD 38
1-Month 78
3-Month 37
1-Year 13
3-Year 88
5-Year 81

Load Adjusted Returns

1-Year 8.65%
3-Year 2.49%
5-Year 11.60%
10-Year 7.81%

Performance & Risk

YTD Return 1.19%
5y Average Return 14.54%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Clifford Capital
Net Assets 114.15M
YTD Return -4.33%
Yield 1.27%
Morningstar Rating
Inception Date Oct 17, 2019

Fund Summary

The fund invests primarily in equity securities of companies of any size that the fund's investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.

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