Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASIX (AdvanSix Inc.) | 25.46% | -9.33% | -13.99% | -5.54% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASIX (AdvanSix Inc.) | 09/16/2016 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.13 | -9.33 | -13.99 | -5.54 | NA | NA | NA | … | … | 25.46 | -37.26 | -2.68 | -19.74 | -18.50 | 136.96 | 0.15 | -18.00 | -42.14 | 90.02 | 15.31 |
| Sharpe Ratio | NA | -0.17 | -0.38 | -0.20 | NA | NA | NA | … | … | 1.21 | -0.94 | -0.16 | -0.66 | -0.41 | 3.16 | 0.00 | -0.52 | -0.98 | 2.34 | 1.13 |
| Standard Deviation(%) | NA | 49.27 | 42.40 | 43.01 | NA | NA | NA | … | … | 57.27 | 42.66 | 38.25 | 35.81 | 49.30 | 43.35 | 85.59 | 37.57 | 44.66 | 38.40 | 55.80 |
| Draw Down(%) | NA | 42.48 | 62.15 | 72.72 | NA | NA | NA | … | … | 22.35 | 54.40 | 29.38 | 44.54 | 44.63 | 16.15 | 57.45 | 43.52 | 47.93 | 15.90 | 30.47 |
| Yield(%) | 0.00 | 2.62 | 1.76 | 1.82 | 1.50 | 1.00 | 0.75 | … | … | 1.86 | 2.31 | 2.15 | 1.65 | 1.16 | 0.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 09/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASIX (AdvanSix Inc.) |
-31.32%
Sep 2017 – Sep 2020 |
-6.85%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASIX (AdvanSix Inc.) |
59.88%
Mar 2020 – Mar 2023 |
24.95%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart