Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANWRX (Aperture New World Opportunities Fund X) | NA | 523,716.51% | 1,569.75% | NA | NA | NA | NA | … | … |
Data as of 02/06/2024, Common starting date is 09/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANWRX (Aperture New World Opportunities Fund X) | 09/16/2019 | 02/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 517,400.00 | 523,716.51 | 1,569.75 | NA | NA | NA | NA | … | … | 515,531.77 | 3.78 | -8.81 | -3.69 | 7.98 | 2.52 |
| Sharpe Ratio | NA | 611.20 | 3.17 | NA | NA | NA | NA | … | … | NA | -0.17 | -2.64 | -1.61 | 1.43 | 5.75 |
| Standard Deviation(%) | NA | 856.86 | 494.40 | NA | NA | NA | NA | … | … | 2,715.10 | 2.71 | 3.87 | 2.31 | 5.40 | 1.35 |
| Draw Down(%) | NA | 2.26 | 18.58 | NA | NA | NA | NA | … | … | 0.84 | 2.83 | 14.41 | 4.90 | 12.17 | 0.30 |
| Yield(%) | 99.98 | 101.10 | 30.01 | 20.14 | 10.07 | 6.71 | 5.03 | … | … | 99.86 | 3.90 | 4.19 | 4.64 | 3.02 | 2.19 |
Data as of 02/06/2024, Common starting date is 09/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANWRX (Aperture New World Opportunities Fund X) |
-3.17%
Oct 2019 – Oct 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANWRX (Aperture New World Opportunities Fund X) |
1,572.93%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart