Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOGRX (SCHARF FUND RETAIL CLASS) | NA | 6.14% | 6.58% | 11.07% | 7.81% | NA | NA | … | … |
Data as of 04/30/2025, Common starting date is 01/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOGRX (SCHARF FUND RETAIL CLASS) | 01/29/2015 | 04/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.14 | 6.58 | 11.07 | 7.81 | NA | NA | … | … | 0.00 | 7.50 | 16.38 | -9.74 | 21.17 | 12.66 | 25.16 | -3.43 | 12.98 | 3.64 | 1.72 |
| Sharpe Ratio | NA | 0.34 | 0.28 | 0.74 | 0.46 | NA | NA | … | … | 0.00 | 0.42 | 1.26 | -0.66 | 1.88 | 0.47 | 2.40 | -0.36 | 1.88 | 0.28 | 0.14 |
| Standard Deviation(%) | NA | 8.06 | 11.52 | 12.29 | 13.86 | NA | NA | … | … | NA | 9.26 | 10.18 | 17.04 | 11.22 | 26.42 | 9.88 | 13.58 | 6.60 | 12.19 | 13.41 |
| Draw Down(%) | NA | 7.44 | 16.49 | 19.14 | 28.41 | NA | NA | … | … | 0.00 | 7.44 | 8.55 | 19.14 | 5.06 | 28.41 | 5.77 | 13.99 | 3.44 | 8.65 | 9.99 |
| Yield(%) | 0.00 | 4.81 | 5.91 | 7.69 | 6.27 | 4.37 | 3.28 | … | … | 0.00 | 4.87 | 9.22 | 4.05 | 10.74 | 3.58 | 9.62 | 8.05 | 2.85 | 0.00 | 3.47 |
Data as of 04/30/2025, Common starting date is 01/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGRX (SCHARF FUND RETAIL CLASS) |
2.90%
Mar 2017 – Mar 2020 |
3.18%
Mar 2015 – Mar 2020 |
7.87%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGRX (SCHARF FUND RETAIL CLASS) |
19.55%
Dec 2018 – Dec 2021 |
13.26%
Dec 2016 – Dec 2021 |
7.89%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart