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Intrepid Small Cap Fund - Institutional Class (ICMZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
15.64+0.02 (+0.13%)
At close: 06:45PM EST
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.80%
5-Year Average Return0.38%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)21.05%
Worst 1 Yr Total Return (Feb 3, 2019)-5.58%
Best 3-Yr Total Return21.05%
Worst 3-Yr Total Return1.21%

Trailing Returns (%) Vs. Benchmarks

ReturnICMZXCategory
YTD-21.14%12.40%
1-Month2.71%3.37%
3-Month-4.83%4.88%
1-Year-23.27%55.69%
3-Year1.60%19.34%
5-Year1.01%20.72%
10-Year2.41%13.98%
Last Bull Market13.64%27.85%
Last Bear Market-10.55%-24.06%

Annual Total Return (%) History

Year
ICMZXCategory
2022
N/AN/A
2021
6.78%N/A
2020
21.05%38.62%
2019
6.88%27.68%
2018
-5.18%-5.76%
2017
2.45%21.50%
2016
8.14%11.20%
2015
-5.58%-2.41%
2014
1.54%2.44%
2013
12.15%40.91%
2012
9.08%13.15%
2011
1.96%-3.55%
2010
19.31%26.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-11.00%N/AN/AN/A
20219.75%2.60%-8.51%3.65%
2020-21.46%18.98%7.24%20.80%
20192.19%0.79%-0.99%4.81%
2018-2.00%0.56%-0.28%-3.52%
20170.14%0.14%0.75%1.41%
20162.26%4.43%1.64%-0.38%
2015-0.27%-0.82%-3.92%-0.64%
20142.55%1.46%-1.68%-0.75%
20134.56%-0.83%4.01%3.99%
20125.26%-2.05%4.19%1.54%
20113.23%-0.30%-9.07%8.94%
20106.26%-5.05%9.28%8.21%

Rank In Category (By Total Return)

YTD99
1-Month4
3-Month81
1-Year96
3-Year17
5-Year97

Load Adjusted Returns

1-Year45.86%
3-Year11.91%
5-Year7.46%
10-Year5.92%
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