Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOGOX (SCHARF BALANCED OPPORTUNITY FUND INSTITUTIONAL CLASS) | 2.65% | 9.69% | 10.85% | 6.06% | 7.91% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOGOX (SCHARF BALANCED OPPORTUNITY FUND INSTITUTIONAL CLASS) | 01/03/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 9.69 | 10.85 | 6.06 | 7.91 | NA | NA | … | … | 2.65 | 12.37 | 7.49 | 13.40 | -9.25 | 15.52 | 11.67 | 20.95 | -4.20 | 10.36 | 3.24 | 1.02 | 10.31 | 17.67 |
| Sharpe Ratio | NA | 0.90 | 0.90 | 0.38 | 0.62 | NA | NA | … | … | 0.48 | 0.94 | 0.55 | 1.30 | -0.83 | 1.83 | 0.60 | 2.72 | -0.57 | 2.09 | 0.34 | 0.10 | 1.45 | 2.31 |
| Standard Deviation(%) | NA | 9.58 | 8.91 | 9.70 | 10.29 | NA | NA | … | … | 11.93 | 10.09 | 7.00 | 7.57 | 12.86 | 8.47 | 18.81 | 7.17 | 9.75 | 4.66 | 8.83 | 10.09 | 7.08 | 7.71 |
| Draw Down(%) | NA | 9.54 | 9.54 | 16.84 | 22.16 | NA | NA | … | … | 9.54 | 7.91 | 5.64 | 6.21 | 16.84 | 4.15 | 22.16 | 4.33 | 11.79 | 2.32 | 7.10 | 7.70 | 6.03 | 5.10 |
| Yield(%) | 0.00 | 2.15 | 5.49 | 5.24 | 5.63 | 5.29 | 3.96 | … | … | 0.00 | 2.26 | 5.35 | 9.00 | 3.03 | 9.86 | 4.02 | 8.45 | 5.01 | 2.34 | 1.45 | 4.07 | 4.50 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGOX (SCHARF BALANCED OPPORTUNITY FUND INSTITUTIONAL CLASS) |
2.70%
Mar 2017 – Mar 2020 |
2.81%
Mar 2015 – Mar 2020 |
6.08%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGOX (SCHARF BALANCED OPPORTUNITY FUND INSTITUTIONAL CLASS) |
15.98%
Dec 2018 – Dec 2021 |
10.95%
Mar 2020 – Mar 2025 |
8.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart