Nasdaq - Delayed Quote USD

Financial Investors Trust - Seafarer Overseas Value Fund (SIVLX)

15.22
+0.09
+(0.59%)
As of 8:07:13 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 16.83%
5y Average Return 11.73%
Number of Years Up 5
Number of Years Down 3
Best 1Y Total Return (Jun 4, 2025) 23.16%
Worst 1Y Total Return (Jun 4, 2025) --
Best 3Y Total Return 23.16%
Worst 3Y Total Return 2.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SIVLX
Category
YTD
15.37%
8.73%
1-Month
5.43%
1.20%
3-Month
12.84%
5.47%
1-Year
13.06%
41.79%
3-Year
7.50%
11.48%
5-Year
12.43%
12.18%
10-Year
0.00%
4.39%
Last Bull Market
-2.12%
17.73%
Last Bear Market
-6.47%
-25.55%

Annual Total Return (%) History

Year
SIVLX
Category
2025
--
--
2024
-3.34%
--
2023
13.33%
--
2022
-0.71%
--
2021
10.04%
--
2020
4.04%
17.90%
2019
21.95%
19.25%
2018
-13.93%
-16.07%

2017
23.16%
34.17%
2016
--
8.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.94% -- -- --
2024 1.22% -3.47% 6.75% -7.32%
2023 4.97% 3.16% -0.51% 5.20%
2022 2.39% -6.47% -5.63% 9.86%
2021 6.46% 6.07% -3.91% 1.41%
2020 -27.10% 13.23% 5.59% 19.36%
2019 11.51% 5.25% -1.61% 5.60%
2018 0.41% -3.71% -2.05% -9.12%
2017 8.86% 6.87% 3.89% 1.90%
2016 3.93% -0.34% -- --

Rank in Category (By Total Return)

YTD 2
1-Month 27
3-Month 2
1-Year 20
3-Year 21
5-Year 6

Load Adjusted Returns

1-Year 13.06%
3-Year 7.50%
5-Year 12.43%
10-Year --

Performance & Risk

YTD Return 16.83%
5y Average Return 11.73%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Seafarer Funds
Net Assets 107.46M
YTD Return 15.37%
Yield 3.41%
Morningstar Rating
Inception Date Aug 30, 2024

Fund Summary

Under normal market conditions, the fund seeks to achieve its investment objective by investing primarily in common stocks, preferred stocks, and debt obligations of foreign companies (which the fund regards as companies located outside the U.S).

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