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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
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
2.29%
5-Year Average Return
8.06%
Number of Years Up
5
Number of Years Down
2
Best 1 Yr Total Return (May 2, 2024)
20.63%
Worst 1 Yr Total Return (May 2, 2024)
N/A
Best 3-Yr Total Return
20.63%
Worst 3-Yr Total Return
5.10%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
LOGBX
Category
YTD
1.38%
9.69%
1-Month
-3.22%
0.91%
3-Month
0.41%
5.21%
1-Year
10.26%
27.06%
3-Year
3.61%
11.00%
5-Year
7.68%
10.26%
10-Year
6.59%
8.34%
Last Bull Market
14.70%
15.58%
Last Bear Market
-8.34%
-12.16%
Annual Total Return (%) History
Year
LOGBX
Category
2024
N/A
N/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/A
7.34%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
4.75%
N/A
N/A
N/A
2023
1.50%
4.03%
-1.19%
8.44%
2022
-2.04%
-8.34%
-7.40%
8.83%
2021
3.39%
5.87%
-1.93%
7.31%
2020
-11.59%
10.30%
5.54%
8.23%
2019
8.05%
3.44%
2.20%
5.60%
2018
-1.49%
-0.54%
6.13%
-6.63%
2017
4.33%
2.73%
0.72%
1.95%
2016
0.58%
2.93%
-1.18%
N/A
Rank In Category (By Total Return)
YTD
66
1-Month
48
3-Month
92
1-Year
49
3-Year
15
5-Year
21
Load Adjusted Returns
1-Year
10.26%
3-Year
3.61%
5-Year
7.68%
10-Year
6.59%
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