Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEDJX (SCHARF ALPHA OPPORTUNITY FUND RETAIL CLASS) | NA | 7.17% | 2.84% | 2.51% | NA | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 01/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEDJX (SCHARF ALPHA OPPORTUNITY FUND RETAIL CLASS) | 01/04/2016 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.17 | 2.84 | 2.51 | NA | NA | NA | … | … | -3.76 | 2.36 | -2.99 | 9.37 | 0.55 | 2.19 | -1.34 |
| Sharpe Ratio | NA | 0.32 | 0.11 | 0.12 | NA | NA | NA | … | … | -2.49 | 0.25 | -0.25 | 1.56 | -0.12 | 0.33 | -0.24 |
| Standard Deviation(%) | NA | 8.63 | 9.63 | 8.33 | NA | NA | NA | … | … | 11.09 | 9.18 | 13.07 | 5.10 | 6.62 | 4.81 | 6.54 |
| Draw Down(%) | NA | 7.79 | 15.18 | 15.18 | NA | NA | NA | … | … | 3.76 | 8.11 | 15.18 | 2.92 | 7.04 | 5.82 | 6.79 |
| Yield(%) | 0.00 | 4.01 | 1.50 | 1.31 | 0.70 | 0.47 | 0.35 | … | … | 0.00 | 3.97 | 0.08 | 0.36 | 0.00 | 1.99 | 0.42 |
Data as of 02/14/2022, Common starting date is 01/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEDJX (SCHARF ALPHA OPPORTUNITY FUND RETAIL CLASS) |
-0.60%
Jun 2017 – Jun 2020 |
1.15%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEDJX (SCHARF ALPHA OPPORTUNITY FUND RETAIL CLASS) |
6.33%
May 2018 – May 2021 |
3.01%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart