IPFPX vs. AUXFX
Compare and contrast key facts about Poplar Forest Partners Fund (IPFPX) and Auxier Focus Fund (AUXFX).
IPFPX is managed by Poplar Forest Capital. It was launched on Dec 31, 2009. AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999.
Performance
IPFPX vs. AUXFX - Performance Comparison
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IPFPX vs. AUXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPFPX Poplar Forest Partners Fund | 2.08% | 22.94% | 6.24% | 5.02% | 0.81% | 39.49% | -1.26% | 21.64% | -18.64% | 6.84% |
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
In the year-to-date period, IPFPX achieves a 2.08% return, which is significantly higher than AUXFX's 1.73% return. Both investments have delivered pretty close results over the past 10 years, with IPFPX having a 9.64% annualized return and AUXFX not far behind at 9.60%.
IPFPX
- 1D
- 2.17%
- 1M
- -3.59%
- YTD
- 2.08%
- 6M
- 6.09%
- 1Y
- 18.05%
- 3Y*
- 12.80%
- 5Y*
- 9.83%
- 10Y*
- 9.64%
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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IPFPX vs. AUXFX - Expense Ratio Comparison
IPFPX has a 0.95% expense ratio, which is higher than AUXFX's 0.92% expense ratio.
Return for Risk
IPFPX vs. AUXFX — Risk / Return Rank
IPFPX
AUXFX
IPFPX vs. AUXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Poplar Forest Partners Fund (IPFPX) 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.
| IPFPX | AUXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.00 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.45 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.62 | -0.13 |
Martin ratioReturn relative to average drawdown | 5.79 | 6.96 | -1.17 |
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
| IPFPX | AUXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.00 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.71 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.63 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.57 | -0.04 |
Correlation
The correlation between IPFPX and AUXFX is 0.87, 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
IPFPX vs. AUXFX - Dividend Comparison
IPFPX's dividend yield for the trailing twelve months is around 9.28%, more than AUXFX's 2.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPFPX Poplar Forest Partners Fund | 9.28% | 9.47% | 10.86% | 3.89% | 6.17% | 14.47% | 2.41% | 1.64% | 12.47% | 5.01% | 2.19% | 0.94% |
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
IPFPX vs. AUXFX - Drawdown Comparison
The maximum IPFPX drawdown since its inception was -47.77%, which is greater than AUXFX's maximum drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for IPFPX and AUXFX.
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Drawdown Indicators
| IPFPX | AUXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.77% | -39.82% | -7.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | -8.19% | -4.48% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -15.73% | -2.21% |
Max Drawdown (10Y)Largest decline over 10 years | -47.77% | -33.69% | -14.08% |
Current DrawdownCurrent decline from peak | -5.21% | -3.90% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -4.44% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 1.90% | +1.35% |
Volatility
IPFPX vs. AUXFX - Volatility Comparison
Poplar Forest Partners Fund (IPFPX) has a higher volatility of 4.53% compared to Auxier Focus Fund (AUXFX) at 3.37%. This indicates that IPFPX'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
| IPFPX | AUXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 3.37% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 6.55% | +2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.69% | 12.14% | +4.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.08% | 12.22% | +3.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.87% | 15.20% | +4.67% |