Separate Account Performance
The following information is solely for supplemental purposes, and may not be provided unless directly accompanied by the fully compliant GIPS composite report. View the fully compliant Auxier GIPS Report – Dec 31, 2022.
Auxier Asset Management LLC
Performance History
Asset-Weighted Returns
60% Equity & Cash Composite
Best viewed on desktop computer.
| Year End December | Auxier Composite Gross of Fees | Auxier Composite Net of Fees | S&P 500 Total Return | |
|---|---|---|---|---|
| 1989 | 40.73% | 37.95% | 31.69% | |
| 1990 | -4.63% | -6.51% | -3.10% | |
| 1991 | 35.93% | 33.24% | 30.47% | |
| 1992 | 1.74% | -0.27% | 7.62% | |
| 1993 | 2.90% | 0.86% | 10.08% | |
| 1994 | -6.35% | -8.20% | 1.32% | |
| 1995 | 35.55% | 32.88% | 37.58% | |
| 1996 | 26.58% | 24.08% | 22.96% | |
| 1997 | 38.35% | 35.62% | 33.36% | |
| 1998 | 0.47% | -1.03% | 28.58% | |
| 1999 | 10.27% | 9.25% | 21.04% | |
| 2000 | 5.38% | 4.32% | -9.10% | |
| 2001 | 0.94% | -0.01% | -11.89% | |
| 2002 | -12.30% | -13.14% | -22.10% | |
| 2003 | 30.05% | 28.74% | 28.68% | |
| 2004 | 11.25% | 10.06% | 10.88% | |
| 2005 | 6.76% | 5.56% | 4.91% | |
| 2006 | 12.82% | 11.57% | 15.79% | |
| 2007 | 6.46% | 5.28% | 5.49% | |
| 2008 | -23.79% | -24.63% | -37.00% | |
| 2009 | 24.55% | 23.19% | 26.46% | |
| 2010 | 11.60% | 10.40% | 15.06% | |
| 2011 | 6.92% | 5.77% | 2.11% | |
| 2012 | 10.09% | 8.87% | 16.00% | |
| 2013 | 24.97% | 23.59% | 32.39% | |
| 2014 | 8.53% | 7.35% | 13.69% | |
| 2015 | 1.02% | -0.05% | 1.38% | |
| 2016 | 7.69% | 6.61% | 11.96% | |
| 2017 | 18.21% | 17.14% | 21.83% | |
| 2018 | -3.99% | -4.85% | -4.38% | |
| 2019 | 20.09% | 19.03% | 31.49% | |
| 2020 | 6.09% | 5.16% | 18.40% | |
| 2021 | 21.45% | 20.41% | 28.71% | |
| 2022 | -3.90% | -4.73% | -18.11% | |
| Cumulative as of 12/31/2022 | 2426.96% | 1530.17% | 2738.43% | |
| Annualized as of 12/31/2022 | 9.96% | 9.96% | 10.34% | |
| Annualized Performance Results | ||||
| Period Ended 12/31 | Composite | S&P 500 | Russell 1000 Value | |
| Gross | Net | |||
| 1 Year | -3.90% | -4.73% | -18.11% | -7.54% |
| 3 Year | 7.38% | 6.45% | 7.66% | 5.96% |
| 5 Year | 7.38% | 6.44% | 9.42% | 6.67% |
| 10 Year | 9.55% | 8.51% | 12.56% | 10.29% |