BVEFX vs. AUXFX
BVEFX (Becker Equity Fund) and AUXFX (Auxier Focus Fund) are both Large Cap Value Equities funds. Over the past 10 years, BVEFX returned 11.16%/yr vs 10.25%/yr for AUXFX. Their correlation of 0.92 means they have usually moved in the same direction. BVEFX charges 0.78%/yr vs 0.92%/yr for AUXFX.
Performance
BVEFX vs. AUXFX - Performance Comparison
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Returns By Period
In the year-to-date period, BVEFX achieves a 13.01% return, which is significantly higher than AUXFX's 11.54% return. Over the past 10 years, BVEFX has outperformed AUXFX with an annualized return of 11.16%, while AUXFX has yielded a comparatively lower 10.25% annualized return.
BVEFX
- 1D
- 0.65%
- 1M
- 0.92%
- 6M
- 8.55%
- YTD
- 13.01%
- 1Y
- 19.70%
- 3Y*
- 14.75%
- 5Y*
- 10.14%
- 10Y*
- 11.16%
- ALL TIME*
- 9.67%
AUXFX
- 1D
- 0.00%
- 1M
- -0.14%
- 6M
- 9.31%
- YTD
- 11.54%
- 1Y
- 21.19%
- 3Y*
- 13.50%
- 5Y*
- 9.40%
- 10Y*
- 10.25%
- ALL TIME*
- 7.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AUXFX Auxier Focus Fund | $0.00 | $0.00 | $0.00 |
BVEFX Becker Equity Fund | $0.00 | $0.00 | $0.00 |
BVEFX vs. AUXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVEFX Becker Equity Fund | 13.01% | 13.13% | 16.05% | 9.53% | -7.51% | 29.35% | 4.04% | 23.05% | -13.68% | 15.19% |
AUXFX Auxier Focus Fund | 11.54% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
Correlation
The correlation between BVEFX and AUXFX is 0.74, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.74 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2003 | 0.92 |
The correlation between BVEFX and AUXFX shifts across timeframes, from 0.74 (1 year) to 0.92 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BVEFX vs. AUXFX — Risk / Return Rank
BVEFX
AUXFX
BVEFX vs. AUXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Becker Equity Fund (BVEFX) and Auxier Focus Fund (AUXFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BVEFX | AUXFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.41 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 3.65 | -1.13 |
| Martin ratioReturn relative to average drawdown | 10.36 | 12.93 | -2.57 |
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Drawdowns
BVEFX vs. AUXFX - Drawdown Comparison
The maximum BVEFX drawdown since its inception was -50.63%, which is greater than AUXFX's maximum drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for BVEFX and AUXFX.
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Drawdown Indicators
| BVEFX | AUXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -39.82% | -10.81% |
Max Drawdown (1Y)Largest decline over 1 year | -7.17% | -5.42% | -1.75% |
Max Drawdown (3Y)Largest decline over 3 years | -13.56% | -9.30% | -4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -15.73% | -4.13% |
Max Drawdown (10Y)Largest decline over 10 years | -33.88% | -33.69% | -0.19% |
Current DrawdownCurrent decline from peak | -0.64% | -0.50% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -4.40% | -2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.53% | +0.21% |
Volatility
BVEFX vs. AUXFX - Volatility Comparison
Becker Equity Fund (BVEFX) and Auxier Focus Fund (AUXFX) have volatilities of 2.58% and 2.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BVEFX | AUXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.58% | 2.69% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 6.68% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 8.86% | +1.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.83% | 12.15% | +1.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.23% | 15.14% | +1.09% |
BVEFX vs. AUXFX - Expense Ratio Comparison
BVEFX has a 0.78% expense ratio, which is lower than AUXFX's 0.92% expense ratio.
Dividends
BVEFX vs. AUXFX - Dividend Comparison
BVEFX's dividend yield for the trailing twelve months is around 8.65%, more than AUXFX's 2.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUXFX Auxier Focus Fund | 2.54% | 2.84% | 3.41% | 4.38% | 3.02% | 2.49% | 2.36% | 6.03% | 6.82% | 5.52% | 2.77% | 5.76% |
BVEFX Becker Equity Fund | 8.65% | 9.78% | 6.31% | 11.75% | 8.46% | 12.00% | 2.41% | 2.21% | 9.17% | 5.06% | 15.31% | 8.18% |
Frequently Asked Questions
BVEFX and AUXFX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AUXFX has higher volatility (2.69%) compared to BVEFX (2.58%). In terms of maximum drawdown, BVEFX dropped -50.63% vs AUXFX's -39.82%.
AUXFX currently has the higher Sharpe Ratio (2.24 vs 1.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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