Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUXFX (AUXIER FOCUS FUND INVESTOR SHARES) | 7.74% | 18.19% | 14.05% | 7.98% | 9.55% | 8.92% | 8.90% | … | … |
Data as of 06/05/2026, Common starting date is 12/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUXFX (AUXIER FOCUS FUND INVESTOR SHARES) | 12/28/1999 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 18.19 | 14.05 | 7.98 | 9.55 | 8.92 | 8.90 | … | … | 7.74 | 15.23 | 11.31 | 9.76 | -6.10 | 18.24 | 4.88 | 20.21 | -4.13 | 17.75 | 7.09 | -1.19 | 7.28 | 23.79 | 8.75 | 5.56 | 10.10 | 24.74 | -11.79 | 5.72 | 11.76 | 4.59 | 10.73 | 25.12 | -9.11 | 11.60 | 3.75 | 1.22 |
| Sharpe Ratio | NA | 1.74 | 1.08 | 0.44 | 0.52 | NA | NA | … | … | 1.64 | 1.00 | 0.89 | 0.64 | -0.43 | 1.53 | 0.14 | 1.73 | -0.38 | 2.78 | 0.60 | -0.09 | 0.75 | 2.52 | 1.02 | 0.36 | 0.85 | 1.54 | -0.39 | 0.21 | 1.11 | 0.32 | 1.26 | 2.50 | -0.85 | 0.92 | -0.04 | 109.61 |
| Standard Deviation(%) | NA | 8.59 | 10.10 | 12.17 | 15.25 | NA | NA | … | … | 9.11 | 12.40 | 8.67 | 9.59 | 17.50 | 11.92 | 33.09 | 10.80 | 14.55 | 6.17 | 11.50 | 13.55 | 9.75 | 9.44 | 8.58 | 15.19 | 11.81 | 16.01 | 32.66 | 12.36 | 7.57 | 7.18 | 7.72 | 9.78 | 12.12 | 10.12 | 12.09 | 1.59 |
| Draw Down(%) | NA | 5.42 | 9.30 | 15.73 | 33.69 | NA | NA | … | … | 5.42 | 9.30 | 5.72 | 8.00 | 15.73 | 6.77 | 33.69 | 5.93 | 16.05 | 2.32 | 8.18 | 11.83 | 7.04 | 5.03 | 7.25 | 13.78 | 11.53 | 17.14 | 24.76 | 8.69 | 5.87 | 5.05 | 5.96 | 10.78 | 18.29 | 10.15 | 8.37 | 0.00 |
| Yield(%) | 0.00 | 3.03 | 3.93 | 2.73 | 4.30 | 4.84 | 5.43 | … | … | 0.00 | 3.19 | 3.65 | 4.62 | 1.18 | 1.20 | 1.31 | 6.84 | 6.11 | 6.12 | 2.92 | 5.41 | 4.05 | 3.92 | 2.19 | 2.60 | 2.10 | 2.23 | 14.01 | 4.99 | 5.04 | 2.68 | 2.46 | 0.00 | 0.00 | 0.00 | 1.22 | 0.33 |
Data as of 06/05/2026, Common starting date is 12/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUXFX (AUXIER FOCUS FUND INVESTOR SHARES) |
-3.24%
Feb 2006 – Feb 2009 |
0.64%
Feb 2004 – Feb 2009 |
6.06%
Mar 2010 – Mar 2020 |
6.61%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUXFX (AUXIER FOCUS FUND INVESTOR SHARES) |
19.79%
Feb 2009 – Feb 2012 |
16.92%
Feb 2009 – Feb 2014 |
11.95%
Feb 2009 – Feb 2019 |
10.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
