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Clipper Fund Inc.: (MF: CFIMX)
(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET
$14.19 USD
+0.17 (1.21%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.49 | 8 |
| 3 months | -1.56 | 66 |
| 6 months | -0.71 | 23 |
| 1 Year | 10.31 | 47 |
| 3 Year | 14.56 | 28 |
| 5 Year | 14.79 | 29 |
| 10 Year | 10.34 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 63.40 |
| Bear Market (10/07 - 2/09) | -61.48 |
| Bull Market (2/09 - 3/21) | 862.50 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 7.08 |
| 5 Year | 17.48 |
| 10 Year | 10.39 |
| Since Inception | 11.39 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.38 | NA | NA | NA |
| 2024 | 13.13 | 1.29 | 3.58 | 0.66 |
| 2023 | 4.35 | 11.53 | -0.44 | 13.47 |
| 2022 | -4.23 | -16.49 | -8.32 | 10.83 |
| 2021 | 11.74 | 7.67 | -4.44 | 2.45 |
| 2020 | -25.13 | 17.57 | 7.13 | 16.59 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.49 | 19.48 | 31.48 | -18.74 | 17.78 | 9.95 | 29.62 | -12.91 | 17.68 | 15.61 | 6.43 |
| % Total Return Rel to Index | 3.43 | -5.53 | 5.23 | -0.54 | -10.89 | -8.44 | -1.86 | -8.51 | -4.10 | 3.67 | 5.04 |
| % Total Return Rel to Peer | 4.09 | 0.09 | 8.48 | 0.95 | -4.27 | -9.96 | 1.20 | -6.05 | -2.99 | 7.79 | 8.03 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 4.00 | 4.00 | 3.00 | 5.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.14 | 0.12 | 0.12 | 0.04 | 0.09 | 0.11 | 0.08 | 0.07 | 0.11 | 0.05 |
| % Yield | 0.00 | 0.92 | 0.96 | 1.14 | 0.31 | 0.73 | 0.89 | 0.83 | 0.62 | 1.00 | 0.47 |
| Capital Gains ($) | 0.00 | 1.68 | 0.66 | 0.47 | 1.83 | 0.22 | 0.06 | 0.88 | 0.63 | 1.01 | 0.02 |
| Expense Ratio | 0.00 | 0.70 | 0.71 | 0.71 | 0.71 | 0.71 | 0.71 | 0.71 | 0.71 | 0.72 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%