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Auxier Focus A (AUXAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.27+0.02 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.33%
5-year average return8.55%
Number of years up14
Number of years down4
Best 1-yr total return (17 June 2024)24.65%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return24.65%
Worst 3-yr total return4.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAUXAXCategory
YTD6.12%4.44%
1-month2.08%-4.04%
3-month2.43%4.09%
1-year16.47%14.37%
3-year5.05%6.04%
5-year9.68%9.20%
10-year7.61%8.57%
Last bull market17.40%22.97%
Last bear market-9.19%-11.27%

Annual total return (%) history

Year
AUXAXCategory
2024
N/AN/A
2023
9.38%11.63%
2022
-4.84%-5.90%
2021
19.68%26.22%
2020
5.70%2.91%
2019
19.86%25.04%
2018
-4.34%-8.53%
2017
17.40%15.94%
2016
6.93%14.81%
2015
-1.29%-4.05%
2014
7.34%10.21%
2013
23.84%31.21%
2012
8.70%14.57%
2011
5.57%-0.75%
2010
10.10%13.66%
2009
24.65%24.13%
2008
-24.55%-37.09%
2007
5.77%1.42%
2006
11.75%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.74%N/AN/AN/A
20230.61%3.93%-2.33%7.10%
2022-0.18%-9.19%-5.55%11.14%
20217.90%4.82%-1.91%7.88%
2020-21.16%13.50%5.54%11.92%
20199.06%1.89%-0.31%8.21%
2018-2.73%2.31%7.31%-10.43%
20175.81%3.49%1.48%5.64%
20160.51%1.95%2.21%2.10%
20150.63%-0.96%-6.20%5.59%
20140.25%3.99%-1.39%4.42%
20139.60%2.03%2.90%7.63%
20126.66%-0.96%2.73%0.16%
20116.53%1.79%-10.40%8.65%
20105.62%-9.10%8.90%5.30%
2009-6.36%13.21%12.57%4.45%
2008-6.88%-3.66%-1.48%-14.64%
20071.78%6.69%-2.23%-0.38%
20062.24%-1.99%3.59%7.66%
20052.45%N/AN/AN/A

Rank in category (by total return)

YTD73
1-month87
3-month82
1-year87
3-year76
5-year82

Load adjusted returns

1-year9.77%
3-year3.00%
5-year8.39%
10-year6.98%