Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIVSX (Balter Invenomic Fund Super Institutional Class) | -10.42% | -4.67% | -3.19% | 10.05% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIVSX (Balter Invenomic Fund Super Institutional Class) | 05/10/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.64 | -4.67 | -3.19 | 10.05 | NA | NA | NA | … | … | -10.42 | 4.90 | -8.57 | 17.08 | 50.39 | 61.31 | 11.71 | 3.85 |
| Sharpe Ratio | NA | -0.35 | -0.40 | 0.42 | NA | NA | NA | … | … | -1.01 | 0.11 | -0.98 | 1.44 | 3.41 | 2.63 | 0.44 | 0.41 |
| Standard Deviation(%) | NA | 23.58 | 17.08 | 16.51 | NA | NA | NA | … | … | 28.86 | 18.35 | 12.39 | 9.43 | 14.44 | 23.31 | 26.15 | 11.60 |
| Draw Down(%) | NA | 20.62 | 20.62 | 20.62 | NA | NA | NA | … | … | 20.62 | 13.94 | 15.60 | 5.54 | 14.16 | 16.58 | 18.17 | 11.11 |
| Yield(%) | 0.00 | 2.51 | 7.60 | 14.23 | 12.39 | 8.26 | 6.19 | … | … | 0.00 | 2.48 | 3.64 | 19.19 | 31.92 | 19.92 | 3.40 | 3.20 |
Data as of 06/05/2026, Common starting date is 05/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIVSX (Balter Invenomic Fund Super Institutional Class) |
-3.60%
May 2023 – May 2026 |
9.43%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIVSX (Balter Invenomic Fund Super Institutional Class) |
52.25%
Mar 2020 – Mar 2023 |
28.54%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart