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Auxier Focus Institutional (AUXIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.28-0.07 (-0.24%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.88%
5-Year Average Return8.95%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)24.17%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return24.17%
Worst 3-Yr Total Return4.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAUXIXCategory
YTD6.31%4.44%
1-Month2.11%-4.04%
3-Month2.54%4.09%
1-Year16.99%14.37%
3-Year5.53%6.04%
5-Year10.16%9.20%
10-Year8.05%8.57%
Last Bull Market17.62%22.97%
Last Bear Market-9.11%-11.27%

Annual Total Return (%) History

Year
AUXIXCategory
2024
N/AN/A
2023
9.87%11.63%
2022
-4.39%-5.90%
2021
20.21%26.22%
2020
6.16%2.91%
2019
20.40%25.04%
2018
-3.88%-8.53%
2017
17.91%15.94%
2016
7.27%14.81%
2015
-1.05%-4.05%
2014
7.66%10.21%
2013
24.17%31.21%
2012
N/A14.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.86%N/AN/AN/A
20230.72%4.07%-2.25%7.23%
2022-0.04%-9.11%-5.44%11.28%
20218.03%4.94%-1.83%8.00%
2020-21.05%13.60%5.65%12.03%
20199.18%1.97%-0.18%8.34%
2018-2.60%2.44%7.41%-10.32%
20175.91%3.63%1.62%5.73%
20160.62%1.99%2.25%2.23%
20150.72%-0.91%-6.17%5.66%
20140.35%4.03%-1.29%4.48%
20139.66%2.13%3.00%7.63%
20122.73%0.19%N/AN/A

Rank In Category (By Total Return)

YTD71
1-Month86
3-Month79
1-Year85
3-Year67
5-Year76

Load Adjusted Returns

1-Year16.99%
3-Year5.53%
5-Year10.16%
10-Year8.05%