Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAVM | 11.99% | 27.98% | 17.04% | 6.10% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAVM | 06/08/2017 | 06/10/2026 |
| 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.51 | 27.98 | 17.04 | 6.10 | NA | NA | NA | … | … | 11.99 | 18.54 | 12.07 | -0.73 | -7.00 | 3.51 | 4.69 | 4.59 | -15.64 | 14.35 |
| Sharpe Ratio | NA | 1.75 | 0.83 | 0.22 | NA | NA | NA | … | … | 1.60 | 0.89 | 0.42 | -0.33 | -0.59 | 0.19 | 0.29 | 0.33 | -1.14 | 2.99 |
| Standard Deviation(%) | NA | 15.61 | 18.21 | 16.89 | NA | NA | NA | … | … | 20.06 | 17.75 | 20.24 | 13.46 | 14.36 | 17.96 | 15.35 | 9.54 | 15.00 | 8.72 |
| Draw Down(%) | NA | 10.85 | 20.21 | 23.73 | NA | NA | NA | … | … | 10.85 | 17.94 | 11.59 | 13.70 | 14.14 | 12.88 | 22.46 | 9.27 | 24.55 | 2.65 |
| Yield(%) | 0.00 | 2.30 | 3.28 | 2.16 | 1.52 | 1.01 | 0.76 | … | … | 0.00 | 2.37 | 2.80 | 4.02 | 2.04 | 0.83 | 0.00 | 1.81 | 0.77 | 0.92 |
Data as of 06/10/2026, Common starting date is 06/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAVM (AAVM) |
-4.78%
Oct 2017 – Oct 2020 |
-5.04%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAVM (AAVM) |
20.84%
May 2023 – May 2026 |
7.24%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart