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Clifford Capital Mutual Funds List

Here you can find all mutual funds issued by Clifford Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
1
Avg. Expense Ratio
1.15%
Avg. 1 Year Return
26.54%
Avg. 5 Year Return
5.97%
Median Risk/Return Score
45 / 100
Clifford Capital Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Clifford Capital Partners FundMid Cap Value EquitiesJan 30, 20141.15%
10.13%
10.91%
1.17%
45

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Explore top Clifford Capital Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Clifford Capital Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
Clifford Capital Partners Fund
45
Jan 2014

Best-Performing Clifford Capital Mutual funds Over 5 Years


SymbolNameReturn 5YAUMInception
Clifford Capital Partners Fund
5.97%
Jan 2014

Lowest-Cost Clifford Capital Mutual funds


SymbolNameExpense RatioAUMInception
Clifford Capital Partners Fund1.15%Jan 2014

Highest-Yield Clifford Capital Mutual funds


SymbolNameDividend YieldAUMInception
Clifford Capital Partners Fund1.17%Jan 2014

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