AUXFX vs. CSVZX
Compare and contrast key facts about Auxier Focus Fund (AUXFX) and Columbia Select Large Cap Value Fund Institutional Class (CSVZX).
AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999. CSVZX is an actively managed fund by Columbia. It was launched on Sep 27, 2010.
Performance
AUXFX vs. CSVZX - Performance Comparison
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AUXFX vs. CSVZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AUXFX Auxier Focus Fund | 1.73% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
CSVZX Columbia Select Large Cap Value Fund Institutional Class | 2.66% | 27.92% | 12.82% | 5.78% | -0.84% | 26.61% | 6.43% | 26.89% | -12.12% | 19.05% |
Returns By Period
In the year-to-date period, AUXFX achieves a 1.73% return, which is significantly lower than CSVZX's 2.66% return. Over the past 10 years, AUXFX has underperformed CSVZX with an annualized return of 9.60%, while CSVZX has yielded a comparatively higher 12.69% annualized return.
AUXFX
- 1D
- 1.45%
- 1M
- -3.79%
- YTD
- 1.73%
- 6M
- 3.90%
- 1Y
- 12.14%
- 3Y*
- 12.45%
- 5Y*
- 8.60%
- 10Y*
- 9.60%
CSVZX
- 1D
- 2.39%
- 1M
- -6.41%
- YTD
- 2.66%
- 6M
- 10.91%
- 1Y
- 27.72%
- 3Y*
- 16.71%
- 5Y*
- 11.19%
- 10Y*
- 12.69%
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AUXFX vs. CSVZX - Expense Ratio Comparison
AUXFX has a 0.92% expense ratio, which is higher than CSVZX's 0.60% expense ratio.
Return for Risk
AUXFX vs. CSVZX — Risk / Return Rank
AUXFX
CSVZX
AUXFX vs. CSVZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Auxier Focus Fund (AUXFX) and Columbia Select Large Cap Value Fund Institutional Class (CSVZX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AUXFX | CSVZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.63 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.45 | 2.18 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.34 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 2.31 | -0.69 |
Martin ratioReturn relative to average drawdown | 6.96 | 9.83 | -2.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AUXFX | CSVZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.63 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.71 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.68 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.64 | -0.07 |
Correlation
The correlation between AUXFX and CSVZX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AUXFX vs. CSVZX - Dividend Comparison
AUXFX's dividend yield for the trailing twelve months is around 2.79%, less than CSVZX's 8.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUXFX Auxier Focus Fund | 2.79% | 2.84% | 3.41% | 4.38% | 3.02% | 2.49% | 2.36% | 6.03% | 6.82% | 5.52% | 2.77% | 5.76% |
CSVZX Columbia Select Large Cap Value Fund Institutional Class | 8.09% | 8.31% | 3.54% | 3.67% | 1.56% | 5.89% | 7.41% | 6.92% | 4.95% | 3.73% | 6.95% | 4.61% |
Drawdowns
AUXFX vs. CSVZX - Drawdown Comparison
The maximum AUXFX drawdown since its inception was -39.82%, roughly equal to the maximum CSVZX drawdown of -41.46%. Use the drawdown chart below to compare losses from any high point for AUXFX and CSVZX.
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Drawdown Indicators
| AUXFX | CSVZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.82% | -41.46% | +1.64% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -12.39% | +4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -15.73% | -18.36% | +2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -33.69% | -41.46% | +7.77% |
Current DrawdownCurrent decline from peak | -3.90% | -6.83% | +2.93% |
Average DrawdownAverage peak-to-trough decline | -4.44% | -4.79% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 2.91% | -1.01% |
Volatility
AUXFX vs. CSVZX - Volatility Comparison
The current volatility for Auxier Focus Fund (AUXFX) is 3.37%, while Columbia Select Large Cap Value Fund Institutional Class (CSVZX) has a volatility of 4.68%. This indicates that AUXFX experiences smaller price fluctuations and is considered to be less risky than CSVZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AUXFX | CSVZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 4.68% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 6.55% | 9.33% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 17.07% | -4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.22% | 15.91% | -3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.20% | 18.70% | -3.50% |