Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVVYX | 0.00% | 0.00% | NA | NA | NA | NA | NA | … | … |
Data as of 04/06/2026, Common starting date is 11/27/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVVYX | 11/27/2023 | 04/06/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | NA | NA | NA | NA | NA | … | … | 0.00 | -1.57 | 13.23 | 6.92 |
| Sharpe Ratio | NA | 0.00 | NA | NA | NA | NA | NA | … | … | 0.00 | -0.81 | 0.55 | 8.87 |
| Standard Deviation(%) | NA | 0.09 | NA | NA | NA | NA | NA | … | … | 0.00 | 5.57 | 12.02 | 11.77 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | … | … | 0.00 | 6.53 | 7.92 | 1.34 |
| Yield(%) | 0.00 | 0.00 | 39.66 | 23.80 | 11.90 | 7.93 | 5.95 | … | … | 0.00 | 98.52 | 2.81 | 1.10 |
Data as of 04/06/2026, Common starting date is 11/27/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVVYX (AVVYX) |
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 |
|---|---|---|---|---|
| AVVYX (AVVYX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart