FPA Queens Road Small Cap Value Advisor (QRSAX)

34.89 +0.53 (+1.54%) USD  |  Aug 12 2022

QRSAX 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 12, 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
FPA Queens Road Small Cap Value Advisor
4.83%
30.88%
4.91%
-0.12%
15.59%
5.86%
-5.66%
20.00%
13.62%
23.33%
-4.75%
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%
-9.34%
Columbia Small Cap Value I Adv
11.14%
34.22%
3.13%
-6.28%
32.68%
14.20%
-18.10%
21.28%
8.07%
29.09%
-2.35%
VY® Columbia Small Cap Value II A
14.01%
39.57%
4.12%
-3.21%
23.41%
10.65%
-17.96%
19.88%
9.28%
33.85%
-6.25%
American Beacon Small Cp Val Adv
15.91%
39.39%
4.18%
-5.50%
26.13%
8.17%
-16.05%
22.93%
3.53%
27.56%
-2.19%
James Micro Cap
9.84%
47.26%
6.39%
2.61%
19.62%
2.92%
-16.56%
26.49%
-4.20%
36.24%
-7.50%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
FPA Queens Road Small Cap Value Advisor
11.86%
8.79%
-0.82%
-0.37%
15.96%
10.33%
10.15%
7.70%
9.94%
9.53%
S&P 500 Total Return
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
Columbia Small Cap Value I Adv
15.68%
11.54%
0.91%
0.52%
16.23%
9.09%
11.05%
7.54%
9.89%
9.34%
VY® Columbia Small Cap Value II A
14.60%
10.77%
-1.17%
0.30%
14.97%
8.70%
10.64%
7.34%
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7.08%
American Beacon Small Cp Val Adv
16.38%
10.66%
1.19%
2.52%
14.08%
8.27%
10.37%
7.41%
9.90%
9.63%
James Micro Cap
15.89%
12.74%
1.54%
2.96%
9.72%
7.54%
10.20%
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9.48%
As of August 12, 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