AUXFX - Auxier Focus Inv

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return17.71%
5-Year Average Return10.60%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Dec 30, 2017)26.75%
Worst 1 Yr Total Return (Dec 30, 2017)-24.52%
Best 3-Yr Total Return26.75%
Worst 3-Yr Total Return-3.75%

Trailing Returns (%) Vs. Benchmarks

ReturnAUXFXCategory
YTD17.71%15.94%
1-Month1.31%1.51%
3-Month5.67%5.99%
1-Year17.71%15.94%
3-Year7.58%8.65%
5-Year10.60%13.33%
10-Year7.01%6.92%
Last Bull Market15.61%22.98%
Last Bear Market-11.63%-18.11%

Annual Total Return (%) History

Year
AUXFXCategory
2017
17.71%15.94%
2016
7.09%14.81%
2015
-1.23%-4.05%
2014
7.35%10.21%
2013
23.81%31.21%
2012
8.73%14.57%
2011
5.57%-0.75%
2010
10.10%13.66%
2009
24.76%24.13%
2008
-24.52%-37.09%
2007
5.71%1.42%
2006
11.75%18.15%
2005
4.58%5.95%
2004
10.74%12.97%
2003
26.75%28.44%
2002
-6.79%-18.69%
2001
12.67%-4.99%
2000
4.05%7.87%
1999
N/A6.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20175.90%3.59%1.55%5.67%
20160.57%1.97%2.23%2.14%
20150.68%-0.97%-6.20%5.60%
20140.25%3.96%-1.35%4.41%
20139.56%2.03%2.90%7.63%
20126.66%-0.96%2.73%0.20%
20116.53%1.79%-10.40%8.65%
20105.55%-9.04%8.90%5.30%
2009-6.28%13.12%12.58%4.53%
2008-6.82%-3.59%-1.55%-14.65%
20071.78%6.69%-2.23%-0.44%
20062.24%-1.99%3.59%7.66%
2005-0.97%2.31%0.82%2.39%
20042.55%0.37%-1.46%9.18%
2003-5.34%15.64%3.68%11.68%
20022.56%-5.90%-8.30%5.32%
20010.67%7.93%-4.29%8.34%
20002.73%-5.03%4.20%2.36%
19992.22%N/AN/AN/A

Rank In Category (By Total Return)

YTD31
1-Month66
3-Month59
1-Year31
3-Year77
5-Year95

Load Adjusted Returns

1-Year17.71%
3-Year7.58%
5-Year10.60%
10-Year7.01%