INDZX vs. AUXFX
Compare and contrast key facts about Columbia Large Cap Value Fund (INDZX) and Auxier Focus Fund (AUXFX).
INDZX is managed by Columbia. It was launched on Oct 15, 1990. AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999.
Performance
INDZX vs. AUXFX - Performance Comparison
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INDZX vs. AUXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INDZX Columbia Large Cap Value Fund | 1.74% | 19.67% | 15.42% | 9.64% | -5.26% | 23.70% | 13.01% | 29.81% | -11.20% | 16.20% |
AUXFX Auxier Focus Fund | 1.73% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
Returns By Period
The year-to-date returns for both stocks are quite close, with INDZX having a 1.74% return and AUXFX slightly lower at 1.73%. Over the past 10 years, INDZX has outperformed AUXFX with an annualized return of 12.05%, while AUXFX has yielded a comparatively lower 9.60% annualized return.
INDZX
- 1D
- 2.11%
- 1M
- -4.99%
- YTD
- 1.74%
- 6M
- 5.80%
- 1Y
- 20.63%
- 3Y*
- 15.69%
- 5Y*
- 10.00%
- 10Y*
- 12.05%
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%
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INDZX vs. AUXFX - Expense Ratio Comparison
INDZX has a 0.97% expense ratio, which is higher than AUXFX's 0.92% expense ratio.
Return for Risk
INDZX vs. AUXFX — Risk / Return Rank
INDZX
AUXFX
INDZX vs. AUXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Value Fund (INDZX) 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.
| INDZX | AUXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.00 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.45 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.21 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.62 | +0.16 |
Martin ratioReturn relative to average drawdown | 8.27 | 6.96 | +1.31 |
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
| INDZX | AUXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.00 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.71 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.63 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.57 | +0.04 |
Correlation
The correlation between INDZX and AUXFX is 0.91, 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
INDZX vs. AUXFX - Dividend Comparison
INDZX's dividend yield for the trailing twelve months is around 7.19%, more than AUXFX's 2.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDZX Columbia Large Cap Value Fund | 7.19% | 7.40% | 9.31% | 5.79% | 9.05% | 6.47% | 8.08% | 5.65% | 12.21% | 6.39% | 2.66% | 13.70% |
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% |
Drawdowns
INDZX vs. AUXFX - Drawdown Comparison
The maximum INDZX drawdown since its inception was -59.02%, which is greater than AUXFX's maximum drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for INDZX and AUXFX.
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Drawdown Indicators
| INDZX | AUXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.02% | -39.82% | -19.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -8.19% | -3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -18.21% | -15.73% | -2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | -33.69% | -4.82% |
Current DrawdownCurrent decline from peak | -5.18% | -3.90% | -1.28% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -4.44% | -2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 1.90% | +0.69% |
Volatility
INDZX vs. AUXFX - Volatility Comparison
Columbia Large Cap Value Fund (INDZX) has a higher volatility of 4.30% compared to Auxier Focus Fund (AUXFX) at 3.37%. This indicates that INDZX'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
| INDZX | AUXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 3.37% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 6.55% | +1.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.13% | 12.14% | +3.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.71% | 12.22% | +2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.75% | 15.20% | +2.55% |