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
AVTBF (Avant Brands Inc) -34.33% -26.67% -47.95% -51.75% NA NA NA
Data as of 06/05/2026, Common starting date is 07/10/2018
More Performance Analytics Comparison
Name Start Date End Date
AVTBF (Avant Brands Inc) 07/10/2018 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) -6.38 -26.67 -47.95 -51.75 NA NA NA -34.33 72.97 -88.79 -12.14 -54.47 244.18 -48.52 -56.71 -41.59
Sharpe Ratio NA -0.39 -0.54 -0.62 NA NA NA -1.02 0.75 -0.80 -0.21 -0.76 1.97 -0.36 -0.66 -0.68
Standard Deviation(%) NA 74.74 95.58 87.28 NA NA NA 63.89 95.67 115.55 74.13 73.55 123.78 134.08 87.66 102.54
Draw Down(%) NA 50.67 94.38 98.03 NA NA NA 47.89 58.16 89.70 50.37 54.47 77.08 65.70 76.56 70.58
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 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 07/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVTBF (Avant Brands Inc) -64.47%
Dec 2021 – Dec 2024
-54.13%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVTBF (Avant Brands Inc) 23.69%
Feb 2020 – Feb 2023
-19.93%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return