# Lone Peak Value Institutional (CLIFX)

> Source: Nexqual · https://nexqual.com/CLIFX · data as of 2026-10-24 00:00 UTC · cite as "Nexqual, Lone Peak Value Institutional (CLIFX), nexqual.com/CLIFX" · informational, not investment advice.

**Price:** USD 26.57 (-1.45% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 26.96 · day 26.57–26.57 · 52w 21.88–27.77 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +20.0% vs S&P 500 +13.4%; 5Y +54.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +20.0% | +54.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +20.1% | +9.1% |
| Volatility (annualized) | 13.9% | 16.1% |
| Max drawdown | -9.5% (Feb 2026→Mar 2026) | -18.8% (Jan 2022→Sep 2022) |

## Peers
CLFFX (Clifford Capital Partners Fund ) USD 26.3 +0.00% · CLIQX (Clifford Capital Partners Fund ) USD 26.44 -0.00% · FMCLX (Federated Hermes Mid-Cap Index ) USD 16.44 -0.00% · WESJX (William Blair Emerging Markets ) USD 24.83 +0.00% · RIVSX (River Oak Discovery Fund) USD 24.39 +0.00%

## More
Full page: https://nexqual.com/CLIFX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt