Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GDIVX (AdvisorOne CLS Global Diversified Equity Fund Class T) | NA | -42.80% | -7.37% | NA | NA | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 12/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDIVX (AdvisorOne CLS Global Diversified Equity Fund Class T) | 12/07/2018 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -42.80 | -7.37 | NA | NA | NA | NA | … | … | -29.03 | -17.52 | 10.54 | 9.38 | -25.00 |
| Sharpe Ratio | NA | -1.17 | -0.27 | NA | NA | NA | NA | … | … | -1.40 | -0.58 | 0.32 | 0.61 | -1.63 |
| Standard Deviation(%) | NA | 36.53 | 28.88 | NA | NA | NA | NA | … | … | 45.26 | 30.30 | 31.58 | 13.00 | 62.00 |
| Draw Down(%) | NA | 44.42 | 44.42 | NA | NA | NA | NA | … | … | 30.46 | 30.36 | 35.08 | 9.44 | 26.20 |
| Yield(%) | 0.00 | 10.38 | 6.63 | 6.08 | 3.04 | 2.03 | 1.52 | … | … | 0.13 | 11.82 | 1.00 | 5.87 | 11.51 |
Data as of 05/06/2022, Common starting date is 12/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDIVX (AdvisorOne CLS Global Diversified Equity Fund Class T) |
-7.56%
Apr 2019 – Apr 2022 |
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 |
|---|---|---|---|---|
| GDIVX (AdvisorOne CLS Global Diversified Equity Fund Class T) |
-2.51%
Jan 2019 – Jan 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart