Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIVAX (LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES) | 12.46% | 28.68% | 20.51% | 10.41% | 11.96% | 10.49% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIVAX (LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES) | 06/01/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 28.68 | 20.51 | 10.41 | 11.96 | 10.49 | NA | … | … | 12.46 | 21.24 | 15.92 | 21.32 | -18.71 | 18.45 | 14.68 | 26.46 | -8.07 | 20.12 | 8.76 | -0.88 | 7.50 | 22.15 | 16.58 | -10.11 |
| Sharpe Ratio | NA | 2.15 | 1.25 | 0.51 | 0.62 | NA | NA | … | … | 1.95 | 1.10 | 1.05 | 1.39 | -0.91 | 1.48 | 0.45 | 2.28 | -0.67 | 3.10 | 0.61 | -0.06 | 0.75 | 2.02 | 1.23 | -0.53 |
| Standard Deviation(%) | NA | 12.55 | 14.13 | 15.83 | 16.80 | NA | NA | … | … | 15.37 | 16.79 | 11.73 | 12.80 | 22.32 | 12.42 | 32.25 | 10.94 | 14.09 | 6.31 | 13.97 | 14.36 | 9.97 | 10.95 | 13.58 | 31.33 |
| Draw Down(%) | NA | 9.47 | 16.59 | 26.76 | 34.43 | NA | NA | … | … | 9.47 | 16.59 | 7.82 | 11.35 | 26.61 | 5.45 | 34.43 | 6.23 | 17.47 | 1.80 | 10.95 | 12.74 | 7.89 | 7.51 | 11.96 | 21.96 |
| Yield(%) | 0.00 | 2.51 | 2.53 | 2.01 | 2.94 | 3.36 | 2.47 | … | … | 0.00 | 2.66 | 2.34 | 2.16 | 1.24 | 2.05 | 1.52 | 3.39 | 1.87 | 2.42 | 2.06 | 2.55 | 2.66 | 2.53 | 2.27 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIVAX (LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES) |
1.15%
Mar 2017 – Mar 2020 |
2.66%
Mar 2015 – Mar 2020 |
6.85%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIVAX (LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES) |
22.01%
Sep 2022 – Sep 2025 |
14.50%
Mar 2020 – Mar 2025 |
12.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart