Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRLDX (SCHARF GLOBAL OPPORTUNITY FUND RETAIL CLASS) | NA | 7.10% | 9.17% | 9.06% | 9.24% | NA | NA | … | … |
Data as of 08/29/2025, Common starting date is 10/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRLDX (SCHARF GLOBAL OPPORTUNITY FUND RETAIL CLASS) | 10/15/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 7.10 | 9.17 | 9.06 | 9.24 | NA | NA | … | … | 11.54 | 3.84 | 13.17 | -11.75 | 16.56 | 11.91 | 28.85 | -2.99 | 18.43 | 5.98 | 1.27 | 8.42 |
| Sharpe Ratio | NA | 0.29 | 0.46 | 0.51 | 0.53 | NA | NA | … | … | 1.00 | 0.02 | 0.87 | -0.77 | 1.41 | 0.44 | 2.49 | -0.32 | 2.46 | 0.42 | 0.08 | 3.99 |
| Standard Deviation(%) | NA | 13.71 | 12.57 | 13.20 | 14.58 | NA | NA | … | … | 15.00 | 9.94 | 11.08 | 17.14 | 11.76 | 26.32 | 11.01 | 13.62 | 7.24 | 13.59 | 14.69 | 11.75 |
| Draw Down(%) | NA | 12.93 | 12.93 | 23.91 | 30.62 | NA | NA | … | … | 12.21 | 8.64 | 10.72 | 23.91 | 8.13 | 30.62 | 8.06 | 13.58 | 4.00 | 9.90 | 13.29 | 4.82 |
| Yield(%) | 0.00 | 1.68 | 1.46 | 3.78 | 5.73 | 4.11 | 3.08 | … | … | 0.95 | 0.84 | 1.32 | 0.96 | 10.64 | 2.26 | 12.29 | 8.74 | 6.87 | 1.38 | 4.66 | 0.13 |
Data as of 08/29/2025, Common starting date is 10/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRLDX (SCHARF GLOBAL OPPORTUNITY FUND RETAIL CLASS) |
0.57%
Jun 2021 – Jun 2024 |
4.55%
Mar 2015 – Mar 2020 |
7.53%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRLDX (SCHARF GLOBAL OPPORTUNITY FUND RETAIL CLASS) |
18.89%
Dec 2018 – Dec 2021 |
14.81%
Jun 2016 – Jun 2021 |
8.74%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart