Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOGBX (SCHARF BALANCED OPPORTUNITY FUND RETAIL CLASS) | 0.23% | 9.10% | 10.48% | 5.80% | 7.87% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/25/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOGBX (SCHARF BALANCED OPPORTUNITY FUND RETAIL CLASS) | 01/25/2016 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.24 | 9.10 | 10.48 | 5.80 | 7.87 | NA | NA | … | … | 0.23 | 13.65 | 7.19 | 13.13 | -9.51 | 15.20 | 11.39 | 20.63 | -2.91 | 10.06 | 8.21 |
| Sharpe Ratio | NA | 0.88 | 0.89 | 0.36 | 0.62 | NA | NA | … | … | 0.15 | 1.09 | 0.51 | 1.27 | -0.85 | 1.79 | 0.59 | 2.66 | -0.45 | 2.05 | 1.03 |
| Standard Deviation(%) | NA | 10.13 | 9.07 | 9.81 | 10.33 | NA | NA | … | … | 11.94 | 10.04 | 7.00 | 7.55 | 12.89 | 8.48 | 18.81 | 7.20 | 9.60 | 4.61 | 8.25 |
| Draw Down(%) | NA | 9.56 | 9.56 | 17.05 | 22.16 | NA | NA | … | … | 9.56 | 7.92 | 5.65 | 6.28 | 17.05 | 4.17 | 22.16 | 4.37 | 10.59 | 2.32 | 6.33 |
| Yield(%) | 0.00 | 4.68 | 6.20 | 5.51 | 5.86 | 4.15 | 3.12 | … | … | 0.00 | 4.96 | 5.07 | 8.73 | 2.76 | 9.58 | 3.78 | 8.17 | 6.13 | 2.10 | 1.40 |
Data as of 06/10/2026, Common starting date is 01/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGBX (SCHARF BALANCED OPPORTUNITY FUND RETAIL CLASS) |
2.99%
Mar 2017 – Mar 2020 |
4.96%
Sep 2017 – Sep 2022 |
7.79%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGBX (SCHARF BALANCED OPPORTUNITY FUND RETAIL CLASS) |
15.68%
Dec 2018 – Dec 2021 |
10.65%
Mar 2020 – Mar 2025 |
9.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart