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Clifford Capital Partners Institutional (CLIFX)
20.09
+0.29
+(1.46%)
At close: 8:00:25 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.69% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CLIFX | Category Average | CLIFX | Category Average | CLIFX | Category Average | |
| Alpha | -7.42 | -0.09 | -0.72 | -0.07 | -3.19 | -0.06 |
| BETA | 0.86 | 0.01 | 0.82 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | 0.36 | 0.01 | 1.06 | 0.01 | 0.79 | 0.01 |
| R-squared | 60.62 | 0.85 | 55.83 | 0.82 | 67.47 | 0.84 |
| Standard Deviation | 18.13 | 0.25 | 17.55 | 0.2 | 18.32 | 0.17 |
| Sharpe Ratio | -0.02 | 0.01 | 0.56 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | -2.26 | 0.08 | 11.05 | 0.09 | 6.18 | 0.09 |
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