LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX)

Basic Info 23.05 0(0.0%)

LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES started on 06/01/2011
LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES is classified as asset class Target Date 2051+
LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES expense ratio is 0.39%
LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES rating is
(69%)

LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) Dividend Info

LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) dividend growth in the last 12 months is 9.73%

The trailing 12-month yield of LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES is 1.81%. its dividend history:

DateDividend
12/22/2023 0.1693
09/29/2023 0.0325
06/30/2023 0.1455
03/31/2023 0.0366
12/23/2022 0.084
09/30/2022 0.0354
07/14/2022 0.0243
06/30/2022 0.1362
03/31/2022 0.022
12/31/2021 0.2234
09/30/2021 0.0289
06/30/2021 0.1247
03/31/2021 0.0214
12/31/2020 0.111
09/30/2020 0.027
06/30/2020 0.098
03/31/2020 0.029
12/31/2019 0.238
09/27/2019 0.041
06/28/2019 0.138
03/28/2019 0.047
12/31/2018 0.1002
09/28/2018 0.0525
06/29/2018 0.112
03/29/2018 0.022
12/29/2017 0.16
09/29/2017 0.041
06/30/2017 0.0892
03/31/2017 0.023
12/30/2016 0.103
06/30/2016 0.097
03/31/2016 0.046
12/30/2015 0.149
09/30/2015 0.067
06/30/2015 0.067
03/31/2015 0.038
12/31/2014 0.122
09/30/2014 0.034
06/30/2014 0.118
03/31/2014 0.043
12/31/2013 0.111
09/30/2013 0.051
06/28/2013 0.064
03/28/2013 0.034
12/31/2012 0.079
09/28/2012 0.037
06/29/2012 0.055
03/30/2012 0.029

Dividend Growth History for LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3839 2.16% 27.16% -
2022 $0.3019 1.35% -24.22% 27.16%
2021 $0.3984 2.10% 50.34% -1.84%
2020 $0.265 1.56% -42.89% 13.15%
2019 $0.464 3.39% 61.84% -4.63%
2018 $0.2867 1.87% -8.46% 6.01%
2017 $0.3132 2.42% 27.32% 3.45%
2016 $0.246 2.06% -23.36% 6.56%
2015 $0.321 2.55% 1.26% 2.26%
2014 $0.317 2.66% 21.92% 2.15%
2013 $0.26 2.53% 30.00% 3.97%
2012 $0.2 2.27% - 6.11%

Dividend Growth Chart for LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX)

LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) Historical Returns And Risk Info

From 06/01/2011 to 05/20/2024, the compound annualized total return (dividend reinvested) of LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) is 8.949%. Its cumulative total return (dividend reinvested) is 203.261%.

From 06/01/2011 to 05/20/2024, the Maximum Drawdown of LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) is 34.4%.

From 06/01/2011 to 05/20/2024, the Sharpe Ratio of LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) is 0.49.

From 06/01/2011 to 05/20/2024, the Annualized Standard Deviation of LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) is 16.4%.

From 06/01/2011 to 05/20/2024, the Beta of LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) is 0.77.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
06/01/2011		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return(%) 1.8 9.0 22.4 5.2 10.3 8.6 8.9 21.3 -18.6 18.5 14.7 26.5 -8.1 20.1 8.8 -0.9 7.5 22.2 16.6 -10.1
Sharpe Ratio NA 2.01 1.6 0.18 0.46 0.47 0.49 1.34 -0.9 1.49 0.48 2.29 -0.67 3.1 0.61 -0.06 0.75 2.02 1.23 -0.53
Draw Down(%) NA 5.2 11.3 26.6 34.4 34.4 34.4 11.3 26.5 5.4 34.4 6.2 17.5 1.8 10.9 12.7 7.9 7.5 12.0 22.0
Standard Deviation(%) NA 10.9 11.6 16.1 19.1 16.0 16.4 12.8 22.2 12.4 29.9 10.9 14.1 6.3 14.0 14.4 10.0 11.0 13.6 31.3
Treynor Ratio NA 0.24 0.2 0.03 0.13 0.11 0.1 0.19 -0.22 0.2 0.32 0.37 -0.12 0.24 0.08 -0.01 0.09 0.23 0.17 -0.16
Alpha NA -0.02 -0.02 -0.01 0.0 0.0 0.0 -0.01 -0.01 -0.02 0.03 0.02 -0.02 0.01 -0.01 -0.01 -0.01 -0.03 0.01 -0.05
Beta NA 0.9 0.93 0.89 0.65 0.71 0.77 0.89 0.9 0.91 0.45 0.68 0.79 0.82 1.02 0.9 0.85 0.94 0.96 1.06
RSquare NA 0.91 0.86 0.92 0.53 0.63 0.68 0.82 0.95 0.92 0.27 0.61 0.92 0.75 0.92 0.95 0.94 0.91 0.8 0.94
Yield(%) N/A 0.0 1.8 1.7 2.3 2.6 N/A 2.2 1.3 2.1 1.6 3.4 1.8 2.4 2.1 2.6 2.6 2.4 2.4 0.0
Dividend Growth(%) N/A -100.0 9.7 4.7 18.7 N/A N/A 30.0 -23.1 44.4 -42.6 67.9 -9.7 24.0 -24.2 6.5 24.0 19.0 N/A N/A

Return Calculator for LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX)

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LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) Historical Return Chart

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LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/01/2011 to 05/20/2024, the worst annualized return of 3-year rolling returns for LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) is 1.15%.
From 06/01/2011 to 05/20/2024, the worst annualized return of 5-year rolling returns for LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) is 2.66%.
From 06/01/2011 to 05/20/2024, the worst annualized return of 10-year rolling returns for LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) is 6.88%.
From 06/01/2011 to 05/20/2024, the worst annualized return of 20-year rolling returns for LINDE HANSEN CONTRARIAN VALUE FUND LINDE HANSEN CONTRARIAN VALUE FUND CLASS A SHARES (LIVAX) is NA.

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