Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVEXF (Avex Inc.) | NA | 4.14% | NA | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/10/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVEXF (Avex Inc.) | 05/10/2024 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.14 | NA | NA | NA | NA | NA | … | … | 2.05 | 2.05 |
| Sharpe Ratio | NA | 0.38 | NA | NA | NA | NA | NA | … | … | -0.08 | -0.11 |
| Standard Deviation(%) | NA | 2.87 | NA | NA | NA | NA | NA | … | … | 2.37 | 2.53 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | … | … | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.02 | 1.34 | 0.80 | 0.40 | 0.27 | 0.20 | … | … | 2.01 | 2.01 |
Data as of 09/26/2025, Common starting date is 05/10/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVEXF (Avex 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 |
|---|---|---|---|---|
| AVEXF (Avex Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart