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Polaris Global Value Fund (PGVFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
31.49+0.06 (+0.19%)
As of 08:06AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.74%
5-Year Average Return6.91%
Number of Years Up19
Number of Years Down6
Best 1 Yr Total Return (Feb 28, 2024)36.94%
Worst 1 Yr Total Return (Feb 28, 2024)N/A
Best 3-Yr Total Return36.94%
Worst 3-Yr Total Return2.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPGVFXCategory
YTD-0.10%14.38%
1-Month-0.10%-1.21%
3-Month15.59%5.03%
1-Year8.04%39.50%
3-Year4.91%9.11%
5-Year7.05%10.10%
10-Year6.78%7.90%
Last Bull Market45.49%15.53%
Last Bear Market-12.93%-17.52%

Annual Total Return (%) History

Year
PGVFXCategory
2023
14.77%N/A
2022
-12.01%N/A
2021
15.39%N/A
2020
6.65%2.50%
2019
22.80%20.73%
2018
-12.66%-10.41%
2017
20.60%18.90%
2016
11.67%9.24%
2015
1.55%-3.06%
2014
3.68%3.61%
2013
36.94%25.36%
2012
21.00%14.28%
2011
-8.16%-3.44%
2010
20.64%11.90%
2009
35.46%29.76%
2008
-46.19%-36.88%
2007
-3.97%7.10%
2006
24.57%19.86%
2005
10.52%9.79%
2004
23.63%16.15%
2003
47.06%35.24%
2002
3.82%-14.35%
2001
2.21%-6.11%
2000
-5.82%2.36%
1999
16.50%28.41%
1998
N/A9.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.81%1.70%-2.23%12.27%
2022-4.62%-12.93%-9.26%16.76%
202110.89%2.70%-1.06%2.41%
2020-31.75%18.66%4.37%26.18%
201910.38%3.17%-1.16%9.09%
2018-2.49%1.33%1.72%-13.10%
20174.76%5.20%3.74%5.49%
20160.71%-3.28%9.17%5.02%
20155.17%0.86%-8.80%4.98%
20144.41%2.23%-5.13%2.39%
201310.64%3.32%6.78%12.19%
201214.94%-4.17%6.28%3.36%
20115.86%-0.07%-18.91%7.05%
20106.14%-9.88%14.26%10.38%
2009-16.40%31.35%21.98%1.13%
2008-4.40%-12.43%-15.02%-24.37%
20074.35%2.01%-2.63%-7.35%
20069.63%-1.13%2.96%11.62%
20050.95%-0.27%7.32%2.30%
20047.97%0.46%1.23%12.60%
2003-6.27%24.42%9.92%14.72%
200217.98%-1.27%-16.40%6.61%
20011.64%4.47%-17.46%16.63%
2000-4.37%0.82%-3.72%1.46%
1999-3.88%16.67%-2.49%6.55%
1998-20.04%10.00%N/AN/A

Rank In Category (By Total Return)

YTD46
1-Month46
3-Month6
1-Year50
3-Year88
5-Year72

Load Adjusted Returns

1-Year8.04%
3-Year4.91%
5-Year7.05%
10-Year6.78%