Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHELX (AdvisorOne CLS Shelter Fund Class T) | NA | -1.54% | 2.29% | 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 |
|---|---|---|
| SHELX (AdvisorOne CLS Shelter 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 | -1.54 | 2.29 | NA | NA | NA | NA | … | … | -7.74 | 13.96 | -10.73 | 17.28 | -23.30 |
| Sharpe Ratio | NA | -0.15 | 0.13 | NA | NA | NA | NA | … | … | -2.21 | 1.18 | -0.58 | 1.61 | -1.19 |
| Standard Deviation(%) | NA | 11.16 | 14.14 | NA | NA | NA | NA | … | … | 9.56 | 11.83 | 18.85 | 9.88 | 84.09 |
| Draw Down(%) | NA | 8.23 | 24.77 | NA | NA | NA | NA | … | … | 8.23 | 5.50 | 24.77 | 5.72 | 24.34 |
| Yield(%) | 0.00 | 1.64 | 1.62 | 0.81 | 0.41 | 0.27 | 0.20 | … | … | 0.00 | 1.80 | 1.81 | 1.25 | 0.00 |
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 |
|---|---|---|---|---|
| SHELX (AdvisorOne CLS Shelter Fund Class T) |
2.14%
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 |
|---|---|---|---|---|
| SHELX (AdvisorOne CLS Shelter Fund Class T) |
5.09%
Jan 2019 – Jan 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart