Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUHIF (Advance United Holdings Inc) | NA | -86.00% | -70.55% | NA | NA | NA | NA | … | … |
Data as of 12/05/2025, Common starting date is 12/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUHIF (Advance United Holdings Inc) | 12/07/2021 | 12/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -30.00 | -86.00 | -70.55 | NA | NA | NA | NA | … | … | -86.00 | -50.00 | -39.39 | -95.94 | 2.95 |
| Sharpe Ratio | NA | -0.17 | -0.22 | NA | NA | NA | NA | … | … | -0.17 | -0.82 | -0.19 | -0.80 | 0.26 |
| Standard Deviation(%) | NA | 523.72 | 332.54 | NA | NA | NA | NA | … | … | 542.56 | 69.59 | 230.08 | 121.23 | 205.40 |
| Draw Down(%) | NA | 99.30 | 99.30 | NA | NA | NA | NA | … | … | 99.30 | 50.00 | 80.11 | 95.94 | 36.71 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/05/2025, Common starting date is 12/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUHIF (Advance United Holdings Inc) |
-76.92%
Jan 2022 – Jan 2025 |
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 |
|---|---|---|---|---|
| AUHIF (Advance United Holdings Inc) |
-28.54%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart