Nasdaq - Delayed Quote • USD
Auxier Focus Inv (AUXFX)
At close: 8:01 PM EDT
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).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.76% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AUXFX | Category Average | AUXFX | Category Average | AUXFX | Category Average | |
| Alpha | -0.84 | -0.06 | -2.51 | -0.05 | -2.32 | -0.03 |
| BETA | 0.68 | 0.01 | 0.79 | 0.01 | 0.81 | 0.01 |
| Mean Annual Return | 0.71 | 0.01 | 0.87 | 0.01 | 0.74 | 0.01 |
| R-squared | 77.93 | 0.88 | 85.75 | 0.87 | 87.56 | 0.88 |
| Standard Deviation | 13.43 | 0.2 | 15.72 | 0.16 | 13.12 | 0.15 |
| Sharpe Ratio | 0.42 | 0.01 | 0.53 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | 7.32 | 0.11 | 9.42 | 0.11 | 8.36 | 0.1 |
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