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Scharf Institutional (LOGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.12+0.11 (+0.21%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.95%
5-year average return10.14%
Number of years up10
Number of years down2
Best 1-yr total return (2 Jul 2024)28.65%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return28.65%
Worst 3-yr total return4.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLOGIXCategory
YTD3.73%5.31%
1-month0.00%-4.19%
3-month-2.46%3.90%
1-year12.53%20.31%
3-year5.53%6.48%
5-year10.51%11.78%
10-year8.67%10.96%
Last bull market19.07%25.56%
Last bear market-9.47%-15.11%

Annual total return (%) history

Year
LOGIXCategory
2024
N/AN/A
2023
16.71%22.32%
2022
-9.47%-16.96%
2021
21.50%26.07%
2020
12.97%15.83%
2019
25.52%28.78%
2018
-3.14%-6.27%
2017
13.31%20.44%
2016
3.94%10.37%
2015
1.44%-1.07%
2014
15.05%10.96%
2013
28.65%31.50%
2012
15.36%14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.34%-2.46%N/AN/A
20231.79%5.70%-1.53%10.16%
2022-1.41%-9.47%-8.81%11.24%
20215.62%7.28%-2.23%9.68%
2020-15.60%13.16%6.16%11.42%
201910.24%3.95%2.71%6.64%
2018-1.95%-0.90%9.03%-8.58%
20175.80%3.43%0.71%2.82%
20162.10%-0.03%2.85%-0.99%
20153.36%-0.62%-5.35%4.33%
20142.12%7.21%0.54%4.52%
20136.13%2.19%8.46%9.37%
201211.63%-3.10%5.82%0.78%

Rank in category (by total return)

YTD97
1-month92
3-month95
1-year91
3-year84
5-year87

Load adjusted returns

1-year12.53%
3-year5.53%
5-year10.51%
10-year8.67%