Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVDX (AvidXchange Holdings Inc) | NA | 22.25% | 8.31% | NA | NA | NA | NA | … | … |
Data as of 10/14/2025, Common starting date is 10/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVDX (AvidXchange Holdings Inc) | 10/13/2021 | 10/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 22.25 | 8.31 | NA | NA | NA | NA | … | … | -3.29 | -16.30 | 24.65 | -34.00 | -39.62 |
| Sharpe Ratio | NA | 0.45 | 0.10 | NA | NA | NA | NA | … | … | -0.16 | -0.47 | 0.44 | -0.49 | -1.22 |
| Standard Deviation(%) | NA | 42.89 | 47.33 | NA | NA | NA | NA | … | … | 43.55 | 49.28 | 47.02 | 72.87 | 73.83 |
| Draw Down(%) | NA | 40.55 | 48.16 | NA | NA | NA | NA | … | … | 36.26 | 44.02 | 38.96 | 61.46 | 43.32 |
| 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 10/14/2025, Common starting date is 10/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVDX (AvidXchange Holdings Inc) |
-18.79%
Nov 2021 – Nov 2024 |
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 |
|---|---|---|---|---|
| AVDX (AvidXchange Holdings Inc) |
16.83%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart