Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUXIX (AUXIER FOCUS FUND INSTITUTIONAL SHARES) | 8.10% | 18.62% | 14.29% | 8.21% | 9.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUXIX (AUXIER FOCUS FUND INSTITUTIONAL SHARES) | 04/11/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 18.62 | 14.29 | 8.21 | 9.75 | NA | NA | … | … | 8.10 | 15.35 | 11.45 | 9.88 | -5.94 | 18.47 | 5.11 | 20.41 | -3.96 | 17.91 | 7.27 | -1.05 | 7.66 | 24.17 | 3.81 |
| Sharpe Ratio | NA | 1.76 | 1.10 | 0.45 | 0.53 | NA | NA | … | … | 1.65 | 1.01 | 0.90 | 0.65 | -0.42 | 1.55 | 0.15 | 1.76 | -0.37 | 2.81 | 0.61 | -0.08 | 0.78 | 2.56 | 0.59 |
| Standard Deviation(%) | NA | 8.59 | 10.11 | 12.16 | 15.24 | NA | NA | … | … | 9.13 | 12.39 | 8.68 | 9.60 | 17.44 | 11.93 | 33.02 | 10.79 | 14.59 | 6.17 | 11.50 | 13.57 | 9.76 | 9.42 | 9.02 |
| Draw Down(%) | NA | 5.40 | 9.27 | 15.69 | 33.60 | NA | NA | … | … | 5.40 | 9.27 | 5.72 | 8.01 | 15.69 | 6.77 | 33.60 | 5.93 | 16.04 | 2.28 | 8.17 | 11.75 | 7.03 | 5.06 | 6.30 |
| Yield(%) | 0.00 | 2.94 | 3.84 | 2.68 | 4.26 | 4.64 | 3.48 | … | … | 0.00 | 3.10 | 3.56 | 4.51 | 1.15 | 1.17 | 1.28 | 6.72 | 6.02 | 6.05 | 2.90 | 5.37 | 3.88 | 3.77 | 1.98 |
Data as of 06/04/2026, Common starting date is 04/11/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUXIX (AUXIER FOCUS FUND INSTITUTIONAL SHARES) |
0.57%
Mar 2017 – Mar 2020 |
2.57%
Mar 2015 – Mar 2020 |
6.66%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUXIX (AUXIER FOCUS FUND INSTITUTIONAL SHARES) |
14.86%
Sep 2022 – Sep 2025 |
13.69%
Mar 2020 – Mar 2025 |
10.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart