Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVVSY | 26.15% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/24/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVVSY | 11/24/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.02 | NA | NA | NA | NA | NA | NA | … | … | 26.15 | -22.46 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 1.04 | -0.81 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 66.64 | 116.64 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 24.09 | 36.30 |
| Yield(%) | 0.00 | 13.73 | 4.58 | 2.75 | 1.37 | 0.92 | 0.69 | … | … | 0.50 | 13.42 |
Data as of 06/05/2026, Common starting date is 11/24/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVVSY (AVVSY) |
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 |
|---|---|---|---|---|
| AVVSY (AVVSY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart