Lone Peak Value Fund Institutional Class (CLIFX) NASDAQ

If you invested $1000 in Clifford Capital Partners Fund Institutional Class (CLIFX) 10 years ago, it would be worth $2,489.97 as of July 12, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,356.4, while $1000 invested 1 year ago would be worth $1,244.99. This corresponds to total returns of 149%, 35.64%, 24.5%, respectively, with annualized returns of 9.55%, 6.28%, 24.5%.

Custom investment amounts or purchase dates can also be explored using the Stoculator calculator. Past performance does not guarantee future results.