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Scharf Multi-Asset Opportunity Retail (LOGBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.89+0.18 (+0.52%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.29%
5-Year Average Return8.06%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)20.63%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return20.63%
Worst 3-Yr Total Return5.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLOGBXCategory
YTD1.38%9.69%
1-Month-3.22%0.91%
3-Month0.41%5.21%
1-Year10.26%27.06%
3-Year3.61%11.00%
5-Year7.68%10.26%
10-Year6.59%8.34%
Last Bull Market14.70%15.58%
Last Bear Market-8.34%-12.16%

Annual Total Return (%) History

Year
LOGBXCategory
2024
N/AN/A
2023
13.14%N/A
2022
-9.51%N/A
2021
15.19%N/A
2020
11.39%11.72%
2019
20.63%19.23%
2018
-2.91%-5.76%
2017
10.06%13.21%
2016
N/A7.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.75%N/AN/AN/A
20231.50%4.03%-1.19%8.44%
2022-2.04%-8.34%-7.40%8.83%
20213.39%5.87%-1.93%7.31%
2020-11.59%10.30%5.54%8.23%
20198.05%3.44%2.20%5.60%
2018-1.49%-0.54%6.13%-6.63%
20174.33%2.73%0.72%1.95%
20160.58%2.93%-1.18%N/A

Rank In Category (By Total Return)

YTD66
1-Month48
3-Month92
1-Year49
3-Year15
5-Year21

Load Adjusted Returns

1-Year10.26%
3-Year3.61%
5-Year7.68%
10-Year6.59%