Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVEX (ADVISORY RESEARCH INTERNATIONAL ALL CAP VALUE FUND ADVISORY RESEARCH INTERNATIONAL ALL CAP VALUE FUND) | NA | 7.00% | -1.48% | 5.44% | NA | NA | NA | … | … |
Data as of 04/26/2017, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVEX (ADVISORY RESEARCH INTERNATIONAL ALL CAP VALUE FUND ADVISORY RESEARCH INTERNATIONAL ALL CAP VALUE FUND) | 05/03/2011 | 04/26/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 7.00 | -1.48 | 5.44 | NA | NA | NA | … | … | 5.28 | 0.66 | -1.64 | -5.88 | 21.29 | 20.99 | -22.51 |
| Sharpe Ratio | NA | 0.43 | -0.10 | 0.38 | NA | NA | NA | … | … | 2.29 | 0.02 | -0.11 | -0.56 | 1.94 | 1.42 | -1.15 |
| Standard Deviation(%) | NA | 15.66 | 14.94 | 14.07 | NA | NA | NA | … | … | 7.62 | 18.25 | 14.84 | 10.56 | 10.96 | 14.84 | 27.63 |
| Draw Down(%) | NA | 12.11 | 27.04 | 27.04 | NA | NA | NA | … | … | 2.10 | 14.54 | 16.96 | 15.74 | 7.46 | 13.95 | 26.61 |
| Yield(%) | 0.00 | 2.84 | 4.90 | 5.37 | 2.35 | 1.56 | 1.17 | … | … | 0.00 | 2.91 | 1.62 | 11.68 | 5.15 | 2.80 | 0.68 |
Data as of 04/26/2017, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVEX (ADVISORY RESEARCH INTERNATIONAL ALL CAP VALUE FUND ADVISORY RESEARCH INTERNATIONAL ALL CAP VALUE FUND) |
-2.75%
Oct 2013 – Oct 2016 |
0.24%
Jun 2011 – Jun 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVEX (ADVISORY RESEARCH INTERNATIONAL ALL CAP VALUE FUND ADVISORY RESEARCH INTERNATIONAL ALL CAP VALUE FUND) |
15.30%
May 2012 – May 2015 |
6.78%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart