AUXFX vs. FFTY

In the year-to-date period, AUXFX achieves a 4.63% return, which is significantly higher than FFTY's -1.22% return. Over the past 10 years, AUXFX has outperformed FFTY with an annualized return of 5.03%, while FFTY has yielded a comparatively lower 1.93% annualized return.

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AUXFX has a 0.92% expense ratio, which is higher than FFTY's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Auxier Focus Fund (AUXFX) and Innovator IBD 50 ETF (FFTY). 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.

The current AUXFX Sharpe Ratio is 0.53, which is higher than the FFTY Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of AUXFX and FFTY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AUXFX's dividend yield for the trailing twelve months is around 1.49%, more than FFTY's 0.92% yield.

The maximum AUXFX drawdown since its inception was -42.50%, smaller than the maximum FFTY drawdown of -59.46%. Use the drawdown chart below to compare losses from any high point for AUXFX and FFTY. For additional features, visit the drawdowns tool.

The current volatility for Auxier Focus Fund (AUXFX) is 3.72%, while Innovator IBD 50 ETF (FFTY) has a volatility of 6.65%. This indicates that AUXFX experiences smaller price fluctuations and is considered to be less risky than FFTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.