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
AVMPF 0.00% 2.62% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 05/23/2024
More Performance Analytics Comparison
Name Start Date End Date
AVMPF 05/23/2024 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.00 2.62 NA NA NA NA NA 0.00 2.62 1.72
Sharpe Ratio NA -0.02 NA NA NA NA NA -83.90 -0.13 -0.37
Standard Deviation(%) NA 1.85 NA NA NA NA NA 0.03 1.87 1.66
Draw Down(%) NA 0.01 NA NA NA NA NA 0.01 0.00 0.01
Yield(%) 0.00 2.56 1.42 0.85 0.42 0.28 0.21 0.00 2.56 1.69
Data as of 06/05/2026, Common starting date is 05/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVMPF (AVMPF) 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
AVMPF (AVMPF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return