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Schneider Small Cap Value Fund (SCMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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5.95+0.00 (+0.07%)
At close: 09:01PM EDT
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Performance Overview

Morningstar Return Rating★
Year-to-Date Return19.88%
5-Year Average Return0.74%
Number of Years Up14
Number of Years Down7
Best 1 Yr Total Return (Feb 3, 2019)58.51%
Worst 1 Yr Total Return (Feb 3, 2019)-46.53%
Best 3-Yr Total Return58.51%
Worst 3-Yr Total Return-18.73%

Trailing Returns (%) Vs. Benchmarks

ReturnSCMVXCategory
YTD-34.43%26.79%
1-Month5.83%-1.77%
3-Month43.16%4.45%
1-Year-28.92%71.02%
3-Year-17.02%9.35%
5-Year-5.20%12.17%
10-Year1.55%9.95%
Last Bull Market40.63%28.07%
Last Bear Market-37.25%-24.24%

Annual Total Return (%) History

Year
SCMVXCategory
2020
N/A4.02%
2019
16.17%21.43%
2018
-32.55%-15.46%
2017
12.25%8.54%
2016
58.51%25.99%
2015
-22.53%-6.71%
2014
-11.75%3.34%
2013
32.09%36.22%
2012
35.35%16.00%
2011
-23.99%-4.45%
2010
32.24%26.17%
2009
54.04%31.32%
2008
-46.53%-32.24%
2007
-17.08%-6.08%
2006
21.08%16.27%
2005
9.82%6.40%
2004
27.23%21.14%
2003
106.05%42.38%
2002
-14.85%-10.12%
2001
19.37%15.92%
2000
17.20%18.64%
1999
47.07%6.78%
1998
N/A-6.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-54.20%43.16%N/AN/A
201918.15%-9.30%-5.88%15.18%
2018-4.81%12.20%-0.25%-36.69%
20176.82%-5.48%6.33%4.56%
2016-4.49%8.21%26.92%20.85%
2015-5.90%-1.72%-17.69%1.77%
2014-0.86%-1.01%-9.66%-0.46%
201313.92%-3.30%6.49%12.61%
201218.69%-4.04%7.79%10.25%
20112.32%-10.16%-31.03%19.88%
201015.06%-16.33%14.65%19.80%
2009-19.82%39.11%35.84%1.67%
2008-4.16%-15.82%-4.72%-30.44%
20076.23%2.48%-19.21%-5.71%
200614.35%-5.22%0.49%11.17%
2005-4.24%3.88%9.04%1.25%
20046.06%2.60%-1.05%18.17%
2003-7.88%35.71%21.56%35.59%
200210.75%-2.22%-28.86%10.53%
20012.51%14.11%-17.05%23.02%
20005.73%2.31%5.06%3.12%
19994.30%38.72%-2.91%4.70%
199824.71%N/AN/AN/A

Rank In Category (By Total Return)

YTD100
1-Month7
3-Month1
1-Year99
3-Year100
5-Year99

Load Adjusted Returns

1-Year-28.92%
3-Year-17.02%
5-Year-5.20%
10-Year1.55%
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