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Smead Value I1 (SVFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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79.78-0.09 (-0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.70%
5-year average return13.78%
Number of years up12
Number of years down2
Best 1-yr total return (20 Jun 2024)42.89%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return42.89%
Worst 3-yr total return6.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSVFFXCategory
YTD7.68%4.44%
1-month2.68%-4.04%
3-month4.03%4.09%
1-year31.91%14.37%
3-year11.39%6.04%
5-year16.05%9.20%
10-year12.29%8.57%
Last bull market31.99%22.97%
Last bear market-13.28%-11.27%

Annual total return (%) history

Year
SVFFXCategory
2024
N/AN/A
2023
17.15%11.63%
2022
-2.54%-5.90%
2021
42.89%26.22%
2020
1.95%2.91%
2019
26.60%25.04%
2018
-4.51%-8.53%
2017
25.30%15.94%
2016
3.60%14.81%
2015
1.74%-4.05%
2014
14.75%10.21%
2013
37.88%31.21%
2012
28.09%14.57%
2011
4.91%-0.75%
2010
12.68%13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.87%N/AN/AN/A
20230.05%3.25%-0.95%14.50%
20220.53%-13.28%-1.76%13.79%
202120.29%9.07%0.48%8.38%
2020-31.98%21.91%9.24%12.53%
20198.18%6.94%1.25%8.08%
2018-3.94%2.42%7.74%-9.91%
20177.21%3.04%4.93%8.09%
2016-3.21%-0.66%3.45%4.16%
20151.85%1.09%-5.87%4.98%
20143.40%2.41%0.94%7.36%
201315.14%4.19%5.34%9.11%
201214.05%-0.65%11.87%1.05%
20114.87%1.33%-13.62%14.28%
20107.09%-13.80%11.09%9.89%

Rank in category (by total return)

YTD52
1-month68
3-month45
1-year4
3-year2
5-year3

Load adjusted returns

1-year31.91%
3-year11.39%
5-year16.05%
10-year12.29%