Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOGIX (SCHARF FUND INSTITUTIONAL CLASS) | NA | 0.25% | 3.88% | 4.02% | 6.22% | NA | NA | … | … |
Data as of 08/29/2025, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOGIX (SCHARF FUND INSTITUTIONAL CLASS) | 01/03/2012 | 08/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 0.25 | 3.88 | 4.02 | 6.22 | NA | NA | … | … | 5.88 | 3.59 | 7.67 | -13.42 | 10.99 | 9.77 | 25.90 | -3.14 | 13.31 | 3.94 | 1.43 | 15.05 | 28.65 | 13.09 |
| Sharpe Ratio | NA | -0.23 | 0.02 | 0.12 | 0.31 | NA | NA | … | … | 0.40 | -0.29 | 0.26 | -0.84 | 0.76 | 0.36 | 2.47 | -0.33 | 1.93 | 0.31 | 0.10 | 1.53 | 2.83 | 1.26 |
| Standard Deviation(%) | NA | 14.17 | 13.49 | 14.29 | 14.82 | NA | NA | … | … | 14.94 | 10.33 | 13.11 | 17.68 | 14.35 | 26.55 | 9.90 | 13.57 | 6.60 | 12.19 | 13.50 | 9.81 | 10.11 | 10.50 |
| Draw Down(%) | NA | 15.35 | 15.35 | 23.94 | 28.39 | NA | NA | … | … | 11.01 | 11.05 | 8.48 | 18.97 | 9.99 | 28.39 | 5.66 | 13.73 | 3.42 | 8.58 | 9.94 | 7.27 | 6.57 | 9.19 |
| Yield(%) | 0.00 | 1.16 | 0.90 | 0.90 | 3.19 | 3.82 | 2.87 | … | … | 0.42 | 0.85 | 0.85 | 0.56 | 0.77 | 0.81 | 10.23 | 8.39 | 3.05 | 0.18 | 3.48 | 3.96 | 0.13 | 0.47 |
Data as of 08/29/2025, Common starting date is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGIX (SCHARF FUND INSTITUTIONAL CLASS) |
-1.80%
May 2021 – May 2024 |
3.31%
Dec 2019 – Dec 2024 |
5.23%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGIX (SCHARF FUND INSTITUTIONAL CLASS) |
19.58%
May 2012 – May 2015 |
13.51%
May 2012 – May 2017 |
10.74%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart