Nasdaq - Delayed Quote USD

Clifford Capital Partners Institutional (CLIFX)

20.09
+0.29
+(1.46%)
At close: 8:00:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.33%
5y Average Return 14.82%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (May 14, 2025) 35.69%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 35.69%
Worst 3Y Total Return 3.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLIFX
Category
YTD
-4.25%
21.28%
1-Month
-4.83%
-1.96%
3-Month
-7.38%
4.90%
1-Year
8.93%
55.83%
3-Year
2.77%
11.08%
5-Year
11.88%
11.93%
10-Year
8.06%
10.64%
Last Bull Market
19.20%
25.54%
Last Bear Market
-9.96%
-22.08%

Annual Total Return (%) History

Year
CLIFX
Category
2025
--
--
2024
9.31%
--
2023
5.08%
--
2022
-3.93%
--
2021
20.05%
--
2020
10.76%
2.63%
2019
23.03%
25.18%
2018
-8.01%
-12.86%

2017
10.36%
13.22%
2016
35.69%
18.06%
2015
-10.04%
-5.41%
2014
--
9.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.61% -- -- --
2024 1.10% -3.65% 11.98% 0.21%
2023 -5.56% 1.46% -1.66% 11.53%
2022 0.36% -9.96% -6.53% 13.74%
2021 18.06% 4.39% -5.17% 2.73%
2020 -31.76% 24.83% 6.53% 22.05%
2019 18.01% -2.65% -0.20% 7.31%
2018 -0.07% 4.35% 3.06% -14.41%
2017 1.00% 0.21% 3.38% 5.48%
2016 8.46% 1.95% 14.00% 7.64%

2015 -0.85% -2.56% -9.80% 3.22%
2014 2.86% 1.25% 6.65% --

Rank in Category (By Total Return)

YTD 37
1-Month 79
3-Month 36
1-Year 11
3-Year 85
5-Year 75

Load Adjusted Returns

1-Year 8.93%
3-Year 2.77%
5-Year 11.88%
10-Year 8.06%

Performance & Risk

YTD Return 1.33%
5y Average Return 14.82%
Rank in Category (ytd) 37
% 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 -4.25%
Yield 1.67%
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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