CLFFX vs. FIMVX

Last updated Apr 1, 2026

Compare and contrast key facts about Clifford Capital Partners Fund (CLFFX) and Fidelity Mid Cap Value Index Fund (FIMVX).

CLFFX is managed by Clifford Capital. It was launched on Jan 30, 2014. FIMVX is managed by Fidelity. It was launched on Jul 11, 2019.

Performance

CLFFX vs. FIMVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Clifford Capital Partners Fund (CLFFX) and Fidelity Mid Cap Value Index Fund (FIMVX). The values are adjusted to include any dividend payments, if applicable.

CLFFX vs. FIMVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
CLFFX Clifford Capital Partners Fund	-1.06%	18.10%	9.08%	4.68%	-4.08%	19.72%	10.51%	8.34%
FIMVX Fidelity Mid Cap Value Index Fund	1.26%	11.01%	13.02%	12.75%	-12.08%	28.21%	4.74%	7.42%

Returns By Period

In the year-to-date period, CLFFX achieves a -1.06% return, which is significantly lower than FIMVX's 1.26% return.

CLFFX

• 1D: -0.75%
• 1M: -8.85%
• YTD: -1.06%
• 6M: 1.77%
• 1Y: 16.24%
• 3Y*: 12.29%
• 5Y*: 5.37%
• 10Y*: 10.11%

FIMVX

• 1D: -0.67%
• 1M: -7.26%
• YTD: 1.26%
• 6M: 2.71%
• 1Y: 14.86%
• 3Y*: 12.23%
• 5Y*: 7.40%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CLFFX vs. FIMVX - Expense Ratio Comparison

CLFFX has a 1.15% expense ratio, which is higher than FIMVX's 0.05% expense ratio.

CLFFX

Clifford Capital Partners Fund

FIMVX

Fidelity Mid Cap Value Index Fund

Return for Risk

CLFFX vs. FIMVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CLFFX

CLFFX Risk / Return Rank: 46
CLFFX Sharpe Ratio Rank: 48
CLFFX Sortino Ratio Rank: 46
CLFFX Omega Ratio Rank: 47
CLFFX Calmar Ratio Rank: 44
CLFFX Martin Ratio Rank: 45

FIMVX

FIMVX Risk / Return Rank: 44
FIMVX Sharpe Ratio Rank: 43
FIMVX Sortino Ratio Rank: 45
FIMVX Omega Ratio Rank: 43
FIMVX Calmar Ratio Rank: 40
FIMVX Martin Ratio Rank: 49

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLFFX vs. FIMVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Clifford Capital Partners Fund (CLFFX) and Fidelity Mid Cap Value Index Fund (FIMVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	CLFFX	FIMVX	Difference
Sharpe ratio Return per unit of total volatility	0.94	0.87	+0.08
Sortino ratio Return per unit of downside risk	1.36	1.31	+0.05
Omega ratio Gain probability vs. loss probability	1.20	1.18	+0.02
Calmar ratio Return relative to maximum drawdown	1.12	1.04	+0.07
Martin ratio Return relative to average drawdown	4.59	4.85	-0.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CLFFX vs. FIMVX - Sharpe Ratio Comparison

The current CLFFX Sharpe Ratio is 0.94, which is comparable to the FIMVX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of CLFFX and FIMVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CLFFX	FIMVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.94	0.87	+0.08
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.32	0.43	-0.11
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.52	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.51	0.42	+0.09

Correlation

The correlation between CLFFX and FIMVX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

CLFFX vs. FIMVX - Dividend Comparison

CLFFX's dividend yield for the trailing twelve months is around 1.30%, less than FIMVX's 2.45% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
CLFFX Clifford Capital Partners Fund	1.30%	1.29%	1.21%	4.93%	1.99%	4.30%	2.08%	1.59%	5.70%	5.09%	0.41%
FIMVX Fidelity Mid Cap Value Index Fund	2.45%	2.48%	4.44%	1.89%	2.75%	5.62%	1.23%	0.63%	0.00%	0.00%	0.00%

Drawdowns

CLFFX vs. FIMVX - Drawdown Comparison

The maximum CLFFX drawdown since its inception was -40.20%, smaller than the maximum FIMVX drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for CLFFX and FIMVX.

Drawdown Indicators

	CLFFX	FIMVX	Difference
Max Drawdown Largest peak-to-trough decline	-40.20%	-43.61%	+3.41%
Max Drawdown (1Y) Largest decline over 1 year	-12.76%	-13.34%	+0.58%
Max Drawdown (5Y) Largest decline over 5 years	-21.36%	-21.23%	-0.13%
Max Drawdown (10Y) Largest decline over 10 years	-40.20%	—	—
Current Drawdown Current decline from peak	-9.51%	-7.52%	-1.99%
Average Drawdown Average peak-to-trough decline	-6.06%	-6.57%	+0.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.30%	2.87%	+0.43%

Volatility

CLFFX vs. FIMVX - Volatility Comparison

The current volatility for Clifford Capital Partners Fund (CLFFX) is 4.01%, while Fidelity Mid Cap Value Index Fund (FIMVX) has a volatility of 4.61%. This indicates that CLFFX experiences smaller price fluctuations and is considered to be less risky than FIMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CLFFX	FIMVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.01%	4.61%	-0.60%
Volatility (6M) Calculated over the trailing 6-month period	10.38%	9.81%	+0.57%
Volatility (1Y) Calculated over the trailing 1-year period	18.51%	18.19%	+0.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.83%	17.31%	-0.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.45%	22.02%	-2.57%