Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVTA (Avantax Inc.) | NA | 6.21% | 25.85% | -2.82% | -1.12% | 8.35% | 5.05% | … | … |
Data as of 11/28/2023, Common starting date is 12/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVTA (Avantax Inc.) | 12/15/1998 | 11/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 6.21 | 25.85 | -2.82 | -1.12 | 8.35 | 5.05 | … | … | 1.80 | 47.40 | 8.86 | -39.14 | -1.88 | 20.54 | 49.83 | 50.51 | -29.24 | -52.50 | 85.61 | 42.95 | 32.41 | -3.15 | 13.51 | -59.84 | -8.34 | -20.57 | -45.70 | 106.29 | 173.10 | -58.83 | -76.82 | -83.47 | 1,022.62 | 90.63 |
| Sharpe Ratio | NA | 0.05 | 0.58 | -0.09 | -0.04 | NA | NA | … | … | -0.06 | 1.14 | 0.26 | -0.53 | -0.07 | 0.46 | 1.61 | 1.00 | -0.75 | -1.64 | 2.22 | 0.93 | 0.89 | -0.07 | 0.26 | -0.68 | -0.21 | -0.65 | -0.74 | 1.55 | 2.96 | -0.54 | -0.58 | -0.63 | 8.55 | 1,205,169.57 |
| Standard Deviation(%) | NA | 39.76 | 38.13 | 48.86 | 44.16 | NA | NA | … | … | 39.24 | 40.64 | 33.39 | 73.76 | 46.02 | 41.39 | 30.62 | 50.29 | 39.25 | 32.02 | 38.57 | 46.60 | 36.49 | 47.25 | 51.08 | 88.64 | 55.06 | 36.68 | 64.39 | 68.10 | 58.18 | 112.00 | 136.33 | 138.51 | 119.16 | 217.58 |
| Draw Down(%) | NA | 33.63 | 33.63 | 75.72 | 83.88 | NA | NA | … | … | 33.63 | 24.36 | 20.42 | 66.26 | 47.22 | 40.80 | 25.87 | 52.30 | 42.47 | 55.01 | 12.74 | 22.79 | 18.04 | 43.40 | 37.27 | 65.05 | 54.24 | 37.67 | 54.41 | 38.14 | 25.86 | 86.01 | 88.69 | 95.40 | 47.32 | 19.52 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.91 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 48.21 | 30.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/28/2023, Common starting date is 12/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVTA (Avantax Inc.) |
-77.97%
Feb 2000 – Feb 2003 |
-47.95%
Feb 2000 – Feb 2005 |
-30.81%
Feb 2000 – Feb 2010 |
-19.74%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVTA (Avantax Inc.) |
100.26%
Jun 2002 – Jun 2005 |
50.07%
Jun 2002 – Jun 2007 |
26.48%
Sep 2002 – Sep 2012 |
19.72%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart