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DCUIX vs. AUXFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DCUIX vs. AUXFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS CROCI U.S. Fund (DCUIX) and Auxier Focus Fund (AUXFX). The values are adjusted to include any dividend payments, if applicable.

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DCUIX vs. AUXFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DCUIX
DWS CROCI U.S. Fund
-3.01%17.12%17.80%20.81%-15.54%26.39%-12.66%39.03%-11.01%22.00%
AUXFX
Auxier Focus Fund
0.28%15.23%11.31%9.76%-4.52%20.03%6.04%20.20%-4.13%17.75%

Returns By Period

In the year-to-date period, DCUIX achieves a -3.01% return, which is significantly lower than AUXFX's 0.28% return. Both investments have delivered pretty close results over the past 10 years, with DCUIX having a 9.08% annualized return and AUXFX not far ahead at 9.45%.


DCUIX

1D
-0.14%
1M
-6.22%
YTD
-3.01%
6M
4.55%
1Y
16.62%
3Y*
15.30%
5Y*
9.31%
10Y*
9.08%

AUXFX

1D
0.06%
1M
-5.27%
YTD
0.28%
6M
2.29%
1Y
10.43%
3Y*
11.92%
5Y*
8.42%
10Y*
9.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DCUIX vs. AUXFX - Expense Ratio Comparison

DCUIX has a 0.67% expense ratio, which is lower than AUXFX's 0.92% expense ratio.


Return for Risk

DCUIX vs. AUXFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DCUIX
DCUIX Risk / Return Rank: 5454
Overall Rank
DCUIX Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
DCUIX Sortino Ratio Rank: 5858
Sortino Ratio Rank
DCUIX Omega Ratio Rank: 5454
Omega Ratio Rank
DCUIX Calmar Ratio Rank: 4848
Calmar Ratio Rank
DCUIX Martin Ratio Rank: 5252
Martin Ratio Rank

AUXFX
AUXFX Risk / Return Rank: 5151
Overall Rank
AUXFX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
AUXFX Sortino Ratio Rank: 4949
Sortino Ratio Rank
AUXFX Omega Ratio Rank: 4949
Omega Ratio Rank
AUXFX Calmar Ratio Rank: 5151
Calmar Ratio Rank
AUXFX Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DCUIX vs. AUXFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS CROCI U.S. Fund (DCUIX) 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.


DCUIXAUXFXDifference

Sharpe ratio

Return per unit of total volatility

1.02

0.97

+0.05

Sortino ratio

Return per unit of downside risk

1.53

1.41

+0.12

Omega ratio

Gain probability vs. loss probability

1.21

1.20

+0.01

Calmar ratio

Return relative to maximum drawdown

1.19

1.25

-0.07

Martin ratio

Return relative to average drawdown

5.10

5.44

-0.34

DCUIX vs. AUXFX - Sharpe Ratio Comparison

The current DCUIX Sharpe Ratio is 1.02, which is comparable to the AUXFX Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of DCUIX and AUXFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DCUIXAUXFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

0.97

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.69

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.62

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.57

-0.15

Correlation

The correlation between DCUIX and AUXFX is 0.85, 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

DCUIX vs. AUXFX - Dividend Comparison

DCUIX's dividend yield for the trailing twelve months is around 11.50%, more than AUXFX's 2.83% yield.


TTM20252024202320222021202020192018201720162015
DCUIX
DWS CROCI U.S. Fund
11.50%11.15%8.91%1.64%2.76%1.35%2.45%10.23%4.24%2.45%0.31%1.38%
AUXFX
Auxier Focus Fund
2.83%2.84%3.41%4.38%3.02%2.49%2.36%6.03%6.82%5.52%2.77%5.76%

Drawdowns

DCUIX vs. AUXFX - Drawdown Comparison

The maximum DCUIX drawdown since its inception was -41.94%, which is greater than AUXFX's maximum drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for DCUIX and AUXFX.


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Drawdown Indicators


DCUIXAUXFXDifference

Max Drawdown

Largest peak-to-trough decline

-41.94%

-39.82%

-2.12%

Max Drawdown (1Y)

Largest decline over 1 year

-12.55%

-8.19%

-4.36%

Max Drawdown (5Y)

Largest decline over 5 years

-23.99%

-15.73%

-8.26%

Max Drawdown (10Y)

Largest decline over 10 years

-41.94%

-33.69%

-8.25%

Current Drawdown

Current decline from peak

-6.89%

-5.27%

-1.62%

Average Drawdown

Average peak-to-trough decline

-6.88%

-4.44%

-2.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.97%

1.88%

+1.09%

Volatility

DCUIX vs. AUXFX - Volatility Comparison

DWS CROCI U.S. Fund (DCUIX) and Auxier Focus Fund (AUXFX) have volatilities of 3.04% and 2.91%, 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


DCUIXAUXFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.04%

2.91%

+0.13%

Volatility (6M)

Calculated over the trailing 6-month period

8.89%

6.40%

+2.49%

Volatility (1Y)

Calculated over the trailing 1-year period

17.64%

12.08%

+5.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.19%

12.20%

+3.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.31%

15.19%

+3.12%