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Clipper Fund Inc.: (MF: CFIMX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$148.92 USD
+0.61 (0.41%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.86 | 10 |
| 3 months | 7.14 | 5 |
| 6 months | 25.88 | 15 |
| 1 Year | 32.44 | 11 |
| 3 Year | 4.34 | 54 |
| 5 Year | 10.12 | 52 |
| 10 Year | 10.03 | 50 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 63.40 |
| Bear Market (10/07 - 2/09) | -61.48 |
| Bull Market (2/09 - 3/21) | 750.35 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 42.53 |
| 5 Year | 12.50 |
| 10 Year | 10.51 |
| Since Inception | 11.51 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.13 | NA | NA | NA |
| 2023 | 4.35 | 11.53 | -0.44 | 13.47 |
| 2022 | -4.23 | -16.49 | -8.32 | 10.83 |
| 2021 | 11.74 | 7.67 | -4.44 | 2.45 |
| 2020 | -25.13 | 17.57 | 7.13 | 16.59 |
| 2019 | 12.58 | 3.82 | 2.11 | 8.59 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.86 | 31.48 | -18.74 | 17.78 | 9.95 | 29.62 | -12.91 | 17.68 | 15.61 | 6.43 | 7.75 |
| % Total Return Rel to Index | 2.81 | 5.23 | -0.54 | -10.89 | -8.44 | -1.86 | -8.51 | -4.10 | 3.67 | 5.04 | -5.89 |
| % Total Return Rel to Peer | 4.03 | 8.48 | 0.95 | -4.27 | -9.96 | 1.20 | -6.05 | -2.99 | 7.79 | 8.03 | -0.45 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 4.00 | 4.00 | 3.00 | 5.00 | 4.00 | 1.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 1.28 | 1.25 | 0.48 | 0.98 | 1.10 | 0.87 | 0.79 | 1.19 | 0.50 | 0.41 |
| % Yield | 0.00 | 0.91 | 1.10 | 0.30 | 0.71 | 0.86 | 0.81 | 0.61 | 0.97 | 0.46 | 0.40 |
| Capital Gains ($) | 0.00 | 6.60 | 4.70 | 18.32 | 2.25 | 0.69 | 8.85 | 6.37 | 10.15 | 0.24 | 0.00 |
| Expense Ratio | 0.00 | 0.71 | 0.71 | 0.71 | 0.71 | 0.71 | 0.71 | 0.71 | 0.72 | 0.72 | 0.74 |
* 1 = Top 20%, 5 = Bottom 20%