Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AVAI (Avant Technologies Inc.) -60.53% -78.26% NA NA NA NA NA
Data as of 06/12/2026, Common starting date is 07/14/2023
More Performance Analytics Comparison
Name Start Date End Date
AVAI (Avant Technologies Inc.) 07/14/2023 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -16.67 -78.26 NA NA NA NA NA -60.53 -44.23 -10.45 -52.82
Sharpe Ratio NA -0.72 NA NA NA NA NA -0.79 -0.34 -0.07 -0.53
Standard Deviation(%) NA 113.05 NA NA NA NA NA 113.18 140.40 229.46 158.64
Draw Down(%) NA 80.77 NA NA NA NA NA 80.77 68.92 81.08 70.39
Yield(%) 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 06/12/2026, Common starting date is 07/14/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVAI (Avant Technologies Inc.) 0.00%
NA
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
AVAI (Avant Technologies Inc.) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return