Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOMAX (EDGAR LOMAX VALUE FUND INVESTOR CLASS) | 10.12% | 26.22% | 16.92% | 8.07% | 8.89% | 9.70% | 7.08% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOMAX (EDGAR LOMAX VALUE FUND INVESTOR CLASS) | 12/29/1997 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 26.22 | 16.92 | 8.07 | 8.89 | 9.70 | 7.08 | … | … | 10.12 | 18.09 | 10.30 | 5.19 | -4.94 | 22.70 | -13.56 | 23.27 | -3.31 | 19.53 | 17.02 | -5.49 | 15.39 | 31.49 | 7.05 | 8.95 | 13.35 | 21.30 | -34.24 | -12.95 | 22.21 | 3.95 | 15.10 | 23.16 | -13.05 | -5.29 | 8.60 | -0.13 | 10.45 | 1.59 |
| Sharpe Ratio | NA | 2.40 | 1.18 | 0.43 | 0.43 | NA | NA | … | … | 2.25 | 1.10 | 0.61 | 0.13 | -0.37 | 1.87 | -0.36 | 2.07 | -0.32 | 3.01 | 1.40 | -0.37 | 1.49 | 3.13 | 0.60 | 0.48 | 0.89 | 0.74 | -0.81 | -0.81 | 1.96 | 0.17 | 1.20 | 1.35 | -0.57 | -0.42 | 0.22 | -0.22 | 0.43 | 40.36 |
| Standard Deviation(%) | NA | 9.77 | 11.87 | 13.31 | 16.83 | NA | NA | … | … | 10.08 | 13.86 | 10.91 | 12.04 | 17.50 | 12.13 | 38.11 | 10.53 | 14.75 | 6.30 | 12.03 | 15.09 | 10.34 | 10.05 | 11.69 | 18.62 | 14.96 | 28.58 | 43.14 | 19.88 | 9.62 | 9.87 | 11.76 | 16.57 | 24.87 | 18.55 | 19.88 | 16.08 | 16.34 | 15.48 |
| Draw Down(%) | NA | 4.86 | 11.93 | 17.50 | 37.81 | NA | NA | … | … | 4.86 | 11.93 | 7.64 | 9.65 | 17.50 | 5.49 | 37.81 | 6.18 | 15.15 | 3.36 | 8.33 | 14.94 | 6.89 | 4.75 | 8.58 | 14.63 | 13.31 | 31.84 | 46.92 | 21.08 | 6.94 | 5.83 | 8.43 | 18.16 | 32.68 | 21.67 | 20.54 | 17.61 | 17.53 | 0.00 |
| Yield(%) | 0.00 | 6.82 | 6.55 | 4.52 | 6.09 | 7.78 | 5.59 | … | … | 0.00 | 7.04 | 6.48 | 4.68 | 2.75 | 3.24 | 2.90 | 2.61 | 13.35 | 9.58 | 3.10 | 12.73 | 11.81 | 3.15 | 2.27 | 2.33 | 2.47 | 2.60 | 2.70 | 0.00 | 4.79 | 7.67 | 6.79 | 1.58 | 1.50 | 2.31 | 3.65 | 0.93 | 0.68 | 0.09 |
Data as of 06/04/2026, Common starting date is 12/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOMAX (EDGAR LOMAX VALUE FUND INVESTOR CLASS) |
-19.80%
Feb 2006 – Feb 2009 |
-8.88%
Feb 2004 – Feb 2009 |
-3.03%
Feb 1999 – Feb 2009 |
3.44%
Feb 1998 – Feb 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOMAX (EDGAR LOMAX VALUE FUND INVESTOR CLASS) |
26.78%
Feb 2009 – Feb 2012 |
22.50%
Feb 2009 – Feb 2014 |
15.94%
Feb 2009 – Feb 2019 |
11.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart