Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUXAX (AUXIER FOCUS FUND A SHARES) | 7.57% | 17.75% | 13.66% | 7.63% | 9.23% | 8.59% | 7.34% | … | … |
Data as of 06/05/2026, Common starting date is 12/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUXAX (AUXIER FOCUS FUND A SHARES) | 12/29/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 17.75 | 13.66 | 7.63 | 9.23 | 8.59 | 7.34 | … | … | 7.57 | 14.84 | 10.95 | 9.38 | -6.39 | 17.92 | 4.65 | 19.87 | -4.42 | 17.40 | 6.94 | -1.29 | 7.34 | 23.84 | 8.70 | 3.98 | 10.03 | 24.65 | -26.62 | 2.82 | 8.51 | -0.36 |
| Sharpe Ratio | NA | 1.74 | 1.03 | 0.42 | 0.50 | NA | NA | … | … | 1.75 | 0.97 | 0.85 | 0.60 | -0.45 | 1.50 | 0.13 | 1.70 | -0.40 | 2.73 | 0.58 | -0.10 | 0.75 | 2.53 | 1.01 | 0.26 | 0.84 | 1.54 | -1.11 | -0.03 | 0.63 | NA |
| Standard Deviation(%) | NA | 8.70 | 10.06 | 12.16 | 15.24 | NA | NA | … | … | 9.18 | 12.38 | 8.66 | 9.59 | 17.45 | 11.93 | 33.07 | 10.81 | 14.56 | 6.16 | 11.51 | 13.57 | 9.76 | 9.43 | 8.62 | 15.34 | 11.86 | 15.98 | 24.87 | 12.64 | 8.17 | 0.00 |
| Draw Down(%) | NA | 5.43 | 9.31 | 15.92 | 33.64 | NA | NA | … | … | 5.43 | 9.31 | 5.73 | 8.07 | 15.92 | 6.76 | 33.64 | 6.00 | 16.12 | 2.29 | 8.24 | 11.89 | 7.06 | 5.07 | 7.25 | 13.78 | 11.53 | 17.12 | 32.92 | 8.63 | 5.87 | 0.36 |
| Yield(%) | 0.00 | 1.59 | 2.70 | 1.77 | 3.42 | 3.97 | 3.70 | … | … | 0.00 | 1.68 | 2.55 | 3.66 | 0.48 | 0.51 | 0.90 | 6.25 | 5.67 | 5.68 | 2.45 | 4.96 | 3.75 | 3.63 | 1.96 | 1.07 | 2.03 | 2.23 | 1.00 | 2.00 | 1.85 | 1.18 |
Data as of 06/05/2026, Common starting date is 12/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUXAX (AUXIER FOCUS FUND A SHARES) |
-10.76%
Feb 2006 – Feb 2009 |
-0.03%
May 2007 – May 2012 |
4.59%
Feb 2006 – Feb 2016 |
5.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUXAX (AUXIER FOCUS FUND A SHARES) |
19.17%
Feb 2009 – Feb 2012 |
16.56%
Feb 2009 – Feb 2014 |
11.69%
Feb 2009 – Feb 2019 |
10.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart