TDVFX - Towle Deep Value

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return-8.53%
5-Year Average Return13.30%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2018)54.87%
Worst 1 Yr Total Return (Apr 29, 2018)-16.49%
Best 3-Yr Total Return54.87%
Worst 3-Yr Total Return9.95%

Trailing Returns (%) Vs. Benchmarks

ReturnTDVFXCategory
YTD-8.53%-2.75%
1-Month0.82%0.87%
3-Month-8.87%-2.75%
1-Year0.99%5.71%
3-Year10.25%6.67%
5-Year13.30%9.10%
10-Year0.00%8.74%
Last Bull Market-1.30%27.60%
Last Bear Market0.00%-24.18%

Annual Total Return (%) History

Year
TDVFXCategory
2018
N/AN/A
2017
14.81%8.54%
2016
54.42%25.99%
2015
-16.49%-6.71%
2014
3.08%3.34%
2013
54.87%36.22%
2012
18.35%16.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2018-9.28%N/AN/AN/A
20174.18%-6.55%12.47%4.84%
20168.30%6.03%11.78%20.30%
2015-0.80%0.99%-19.61%3.68%
20141.11%2.74%-11.32%11.89%
201315.85%8.10%11.35%11.07%
201211.84%-10.49%8.06%9.40%

Rank In Category (By Total Return)

YTD100
1-Month55
3-Month100
1-Year92
3-Year17
5-Year4

Load Adjusted Returns

1-Year0.99%
3-Year10.25%
5-Year13.30%
10-YearN/A