Nasdaq - Delayed Quote • USD
Auxier Focus Inv (AUXFX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.36% |
| 5y Average Return | 8.80% |
| Number of Years Up | 19 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 26, 2024) | 24.76% |
| Worst 1Y Total Return (Apr 26, 2024) | -- |
| Best 3Y Total Return | 24.76% |
| Worst 3Y Total Return | 4.32% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
AUXFX
Category
- YTD
- 7.85%
- 17.52%
- 1-Month
- 4.06%
- -0.87%
- 3-Month
- 7.85%
- 5.51%
- 1-Year
- 17.54%
- 42.88%
- 3-Year
- 7.91%
- 11.93%
- 5-Year
- 9.63%
- 12.07%
- 10-Year
- 8.26%
- 10.95%
- Last Bull Market
- 35.53%
- 23.18%
- Last Bear Market
- -9.11%
- -17.87%
Annual Total Return (%) History
Year
AUXFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.85% | -- | -- | -- |
| 2023 | 0.70% | 4.04% | -2.28% | 7.19% |
| 2022 | -0.07% | -9.11% | -5.47% | 11.21% |
| 2021 | 7.98% | 4.91% | -1.84% | 7.94% |
| 2020 | -21.10% | 13.59% | 5.64% | 11.99% |
| 2019 | 9.16% | 1.92% | -0.22% | 8.28% |
| 2018 | -2.64% | 2.39% | 7.37% | -10.36% |
| 2017 | 5.90% | 3.59% | 1.55% | 5.67% |
| 2016 | 0.57% | 1.97% | 2.23% | 2.14% |
| 2015 | 0.68% | -0.97% | -6.20% | 5.60% |
| 2014 | 0.25% | 3.96% | -1.35% | 4.41% |
| 2013 | 9.56% | 2.03% | 2.90% | 7.63% |
| 2012 | 6.66% | -0.96% | 2.73% | 0.20% |
| 2011 | 6.53% | 1.79% | -10.40% | 8.65% |
| 2010 | 5.55% | -9.04% | 8.90% | 5.30% |
| 2009 | -6.28% | 13.12% | 12.58% | 4.53% |
| 2008 | -6.82% | -3.59% | -1.55% | -14.65% |
| 2007 | 1.78% | 6.69% | -2.23% | -0.44% |
| 2006 | 2.24% | -1.99% | 3.59% | 7.66% |
| 2005 | -0.97% | 2.31% | 0.82% | 2.39% |
| 2004 | 2.55% | 0.37% | -1.46% | 9.18% |
| 2003 | -5.34% | 15.64% | 3.68% | 11.68% |
| 2002 | 2.56% | -5.90% | -8.30% | 5.32% |
| 2001 | 0.67% | 7.93% | -4.29% | 8.34% |
| 2000 | 2.73% | -5.03% | 4.20% | 2.36% |
| 1999 | 2.22% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 66 |
| 1-Month | 85 |
| 3-Month | 66 |
| 1-Year | 74 |
| 3-Year | 72 |
| 5-Year | 76 |
Load Adjusted Returns
| 1-Year | 17.54% |
| 3-Year | 7.91% |
| 5-Year | 9.63% |
| 10-Year | 8.26% |
Performance & Risk
| YTD Return | 5.36% |
| 5y Average Return | 8.80% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Auxier Funds |
| Net Assets | 291.5M |
| YTD Return | 7.85% |
| Yield | 1.47% |
| Morningstar Rating | |
| Inception Date | Jul 08, 2005 |
Fund Summary
The fund invests primarily in a diversified portfolio of equity securities that the adviser believes offer growth opportunities at a reasonable price. The adviser will pursue an investment blend of equity securities of growth companies and value companies. Although the fund may invest in companies of any market capitalization, the adviser intends to focus its investments in the equity securities of medium to large U.S. companies (defined by the adviser as companies with market capitalizations above $1 billion at the time of investment).
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