LOMAX - Edgar Lomax Value Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return6.01%
5-Year Average Return10.49%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)31.49%
Worst 1 Yr Total Return (Feb 3, 2019)-34.05%
Best 3-Yr Total Return31.49%
Worst 3-Yr Total Return-7.46%

Trailing Returns (%) Vs. Benchmarks

ReturnLOMAXCategory
YTD16.36%18.06%
1-Month0.35%1.39%
3-Month3.05%1.87%
1-Year9.07%9.63%
3-Year12.89%10.57%
5-Year8.83%7.22%
10-Year12.41%11.07%
Last Bull Market17.73%23.13%
Last Bear Market-10.30%-18.00%

Annual Total Return (%) History

Year
LOMAXCategory
2019
N/AN/A
2018
-3.30%-8.53%
2017
19.48%15.94%
2016
17.01%14.81%
2015
-5.31%-4.05%
2014
15.39%10.21%
2013
31.49%31.21%
2012
7.04%14.57%
2011
8.95%-0.75%
2010
13.34%13.66%
2009
21.30%24.13%
2008
-34.05%-37.09%
2007
-0.93%1.42%
2006
22.21%18.15%
2005
3.97%5.95%
2004
10.38%12.97%
2003
23.17%28.44%
2002
-13.05%-18.69%
2001
-5.30%-4.99%
2000
8.60%7.87%
1999
5.47%6.72%
1998
10.87%12.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20199.14%2.65%3.51%N/A
2018-3.97%2.03%8.86%-9.34%
20173.55%1.50%5.69%7.57%
20164.46%4.75%2.00%4.83%
2015-1.79%-0.91%-7.80%5.53%
20143.41%4.47%2.30%4.40%
201311.49%3.35%3.96%9.77%
20126.49%-1.35%4.18%-2.20%
20114.88%3.39%-9.29%10.75%
20105.07%-10.09%12.17%6.95%
2009-16.84%16.72%17.36%6.50%
2008-6.17%-7.57%-3.90%-20.88%
2007-0.44%7.17%0.48%-7.59%
20065.35%-0.49%7.74%8.19%
2005-0.75%1.68%1.32%1.68%
20040.36%-1.25%0.82%10.48%
2003-9.07%18.27%1.32%13.04%
20027.84%-7.01%-20.39%8.91%
2001-5.95%6.61%-11.36%6.56%
2000-8.61%-4.66%9.47%13.87%
1999-1.61%16.23%-8.31%0.59%
19988.46%-0.91%-6.68%10.54%

Rank In Category (By Total Return)

YTD76
1-Month90
3-Month17
1-Year61
3-Year11
5-Year17

Load Adjusted Returns

1-Year9.07%
3-Year12.89%
5-Year8.83%
10-Year12.41%