Clifford Capital Fcs Sm Cp Val Instl (FSVVX)

11.63 -0.18 (-1.52%) USD  |  Aug 17 2022

FSVVX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 17, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Clifford Capital Fcs Sm Cp Val Instl
--
--
--
--
--
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10.34%
21.04%
-6.59%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.44%
ClearBridge Small Cap Value I
15.50%
34.74%
1.99%
-9.37%
24.92%
10.85%
-21.31%
28.96%
-4.95%
32.20%
-4.21%
JHancock Small Cap Value I
15.33%
33.45%
6.36%
-1.13%
22.20%
3.74%
-12.18%
26.60%
-5.73%
26.20%
-3.41%
Nationwide Amer Cntry Sm Cp Inc InstlSvc
18.69%
41.54%
1.78%
-6.41%
26.27%
7.74%
-17.20%
21.26%
4.67%
30.25%
-6.26%
Federated Hermes Clover Small Value IS
14.23%
31.82%
7.27%
-6.29%
21.98%
12.39%
-18.14%
19.95%
9.36%
30.60%
-2.76%
As of August 17, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Clifford Capital Fcs Sm Cp Val Instl
11.83%
-0.09%
-5.98%
-7.86%
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--
--
--
10.40%
S&P 500 Total Return
10.79%
4.98%
-1.65%
-2.46%
15.84%
13.96%
13.86%
9.70%
10.09%
10.19%
ClearBridge Small Cap Value I
12.82%
1.50%
-1.74%
4.68%
11.88%
7.22%
8.24%
5.68%
8.07%
8.78%
JHancock Small Cap Value I
10.78%
3.07%
-0.18%
2.76%
9.50%
7.50%
9.13%
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11.85%
Nationwide Amer Cntry Sm Cp Inc InstlSvc
10.13%
1.89%
-2.68%
-1.86%
13.98%
7.95%
9.63%
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7.48%
Federated Hermes Clover Small Value IS
13.75%
6.50%
-0.23%
5.27%
15.86%
9.02%
9.90%
8.00%
9.37%
10.38%
As of August 17, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022