CVFCX vs. AUXFX
CVFCX (Pioneer Disciplined Value Fund) and AUXFX (Auxier Focus Fund) are both Large Cap Value Equities funds. Over the past 10 years, CVFCX returned 11.30%/yr vs 10.32%/yr for AUXFX. Their correlation of 0.90 means they have usually moved in the same direction. CVFCX charges 0.91%/yr vs 0.92%/yr for AUXFX.
Performance
CVFCX vs. AUXFX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with CVFCX having a 12.17% return and AUXFX slightly lower at 11.78%. Over the past 10 years, CVFCX has outperformed AUXFX with an annualized return of 11.30%, while AUXFX has yielded a comparatively lower 10.32% annualized return.
CVFCX
- 1D
- 0.27%
- 1M
- 2.47%
- 6M
- 7.80%
- YTD
- 12.17%
- 1Y
- 24.37%
- 3Y*
- 13.35%
- 5Y*
- 9.49%
- 10Y*
- 11.30%
- ALL TIME*
- 8.49%
AUXFX
- 1D
- 0.22%
- 1M
- 0.08%
- 6M
- 8.47%
- YTD
- 11.78%
- 1Y
- 21.46%
- 3Y*
- 13.73%
- 5Y*
- 9.45%
- 10Y*
- 10.32%
- ALL TIME*
- 8.00%
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 |
| $0.00 | $0.00 | $0.00 |
CVFCX vs. AUXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 12.17% | 17.37% | 12.11% | 8.19% | -9.69% | 27.72% | 5.64% | 29.54% | -13.17% | 21.67% |
AUXFX Auxier Focus Fund | 11.78% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
Correlation
The correlation between CVFCX and AUXFX is 0.80, 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. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jul 24, 2001 | 0.90 |
The correlation between CVFCX and AUXFX shifts across timeframes, from 0.80 (1 year) to 0.90 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CVFCX vs. AUXFX — Risk / Return Rank
CVFCX
AUXFX
CVFCX vs. AUXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Value Fund (CVFCX) 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.
| CVFCX | AUXFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.43 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.83 | 3.80 | -0.98 |
| Martin ratioReturn relative to average drawdown | 8.98 | 13.46 | -4.48 |
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Drawdowns
CVFCX vs. AUXFX - Drawdown Comparison
The maximum CVFCX drawdown since its inception was -55.99%, which is greater than AUXFX's maximum drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for CVFCX and AUXFX.
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Drawdown Indicators
| CVFCX | AUXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.99% | -39.82% | -16.17% |
Max Drawdown (1Y)Largest decline over 1 year | -8.13% | -5.42% | -2.71% |
Max Drawdown (3Y)Largest decline over 3 years | -16.88% | -9.30% | -7.58% |
Max Drawdown (5Y)Largest decline over 5 years | -24.19% | -15.73% | -8.46% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -33.69% | -1.63% |
Current DrawdownCurrent decline from peak | -0.82% | -0.28% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -4.40% | -6.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 1.53% | +1.02% |
Volatility
CVFCX vs. AUXFX - Volatility Comparison
Pioneer Disciplined Value Fund (CVFCX) has a higher volatility of 3.48% compared to Auxier Focus Fund (AUXFX) at 2.70%. This indicates that CVFCX's price experiences larger fluctuations and is considered to be riskier than AUXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CVFCX | AUXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 2.70% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 6.68% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.65% | 8.85% | +2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.83% | 12.15% | +3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 15.14% | +2.63% |
CVFCX vs. AUXFX - Expense Ratio Comparison
CVFCX has a 0.91% expense ratio, which is lower than AUXFX's 0.92% expense ratio.
Dividends
CVFCX vs. AUXFX - Dividend Comparison
CVFCX's dividend yield for the trailing twelve months is around 5.22%, 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% |
CVFCX Pioneer Disciplined Value Fund | 5.22% | 5.85% | 4.65% | 2.14% | 12.02% | 23.77% | 1.25% | 1.20% | 18.94% | 15.22% | 0.95% | 25.02% |
Frequently Asked Questions
CVFCX and AUXFX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVFCX has higher volatility (3.48%) compared to AUXFX (2.70%). In terms of maximum drawdown, CVFCX dropped -55.99% vs AUXFX's -39.82%.
AUXFX currently has the higher Sharpe Ratio (2.33 vs 1.98), 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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