Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVGTF (AVI Global Trust plc) | NA | 1.05% | -41.27% | -27.33% | -14.76% | -5.90% | NA | … | … |
Data as of 10/19/2023, Common starting date is 08/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVGTF (AVI Global Trust plc) | 08/17/2007 | 10/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.88 | 1.05 | -41.27 | -27.33 | -14.76 | -5.90 | NA | … | … | -84.35 | 0.00 |
| Sharpe Ratio | NA | -0.34 | -0.22 | -0.14 | -0.08 | NA | NA | … | … | -0.26 | 0.00 |
| Standard Deviation(%) | NA | 252.30 | 160.10 | 160.10 | 160.10 | NA | NA | … | … | 252.30 | NA |
| Draw Down(%) | NA | 84.41 | 84.41 | 84.41 | 84.41 | NA | NA | … | … | 84.41 | 0.00 |
| Yield(%) | 0.00 | 0.66 | 0.68 | 0.41 | 0.20 | 0.27 | 0.14 | … | … | 0.66 | 0.00 |
Data as of 10/19/2023, Common starting date is 08/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVGTF (AVI Global Trust plc) |
-33.77%
Jun 2020 – Jun 2023 |
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 |
|---|---|---|---|---|
| AVGTF (AVI Global Trust plc) |
-33.77%
Jun 2020 – Jun 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart