PHLOX - Philotimo Focused Growth and Income Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.29%
5-Year Average Return0.00%
Number of Years UpN/A
Number of Years Down1
Best 1 Yr Total Return (Jun 1, 2023)-12.09%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return-12.09%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

ReturnPHLOXCategory
YTD1.29%11.35%
1-Month0.47%0.99%
3-Month-3.58%5.92%
1-Year-1.14%32.83%
3-Year0.00%11.75%
5-Year0.00%11.53%
10-Year0.00%8.98%
Last Bull Market0.00%17.67%
Last Bear Market-15.54%-15.71%

Annual Total Return (%) History

Year
PHLOXCategory
2023
N/AN/A
2022
-12.09%N/A
2021
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.82%N/AN/AN/A
2022-2.24%-15.54%-6.25%13.56%
20213.90%N/AN/AN/A

Rank In Category (By Total Return)

YTD93
1-Month97
3-Month99
1-Year95
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year-4.53%
3-YearN/A
5-YearN/A
10-YearN/A