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Clipper Fund Inc.: (MF: CFIMX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 04:59 PM ET
$16.37 USD
+0.06 (0.37%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.05 | 3 |
| 3 months | 5.98 | 3 |
| 6 months | 11.69 | 13 |
| 1 Year | 24.06 | 3 |
| 3 Year | 24.91 | 20 |
| 5 Year | 13.28 | 20 |
| 10 Year | 12.16 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 63.40 |
| Bear Market (10/07 - 2/09) | -61.48 |
| Bull Market (2/09 - 3/21) | 1,014.20 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 16.13 |
| 5 Year | 12.01 |
| 10 Year | 11.53 |
| Since Inception | 11.54 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.38 | 9.56 | 5.38 | 5.98 |
| 2024 | 13.13 | 1.29 | 3.58 | 0.66 |
| 2023 | 4.35 | 11.53 | -0.44 | 13.47 |
| 2022 | -4.23 | -16.49 | -8.32 | 10.83 |
| 2021 | 11.74 | 7.67 | -4.44 | 2.45 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 24.05 | 19.48 | 31.48 | -18.74 | 17.78 | 9.95 | 29.62 | -12.91 | 17.68 | 15.61 |
| % Total Return Rel to Index | 5.83 | -5.53 | 5.23 | -0.54 | -10.89 | -8.44 | -1.86 | -8.51 | -4.10 | 3.67 |
| % Total Return Rel to Peer | 11.34 | 0.09 | 8.48 | 0.95 | -4.27 | -9.96 | 1.20 | -6.05 | -2.99 | 7.79 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 4.00 | 4.00 | 3.00 | 5.00 | 4.00 | 1.00 |
| % Dividends | 0.14 | 0.14 | 0.12 | 0.12 | 0.04 | 0.09 | 0.11 | 0.08 | 0.07 | 0.11 |
| % Yield | 0.79 | 0.87 | 0.89 | 1.07 | 0.29 | 0.69 | 0.84 | 0.79 | 0.59 | 0.94 |
| Capital Gains ($) | 0.75 | 1.68 | 0.66 | 0.47 | 1.83 | 0.22 | 0.06 | 0.88 | 0.63 | 1.01 |
| Expense Ratio | 0.70 | 0.70 | 0.71 | 0.71 | 0.71 | 0.71 | 0.71 | 0.71 | 0.71 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%