Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVDWF (Advent-AWI Holdings Inc) | NA | 57.14% | 5.08% | 10.09% | 2.72% | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 01/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVDWF (Advent-AWI Holdings Inc) | 01/18/2012 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 57.14 | 5.08 | 10.09 | 2.72 | NA | NA | … | … | 45.28 | -20.38 | 5.88 | -0.91 | 18.69 | 23.17 | -24.74 | 25.50 | -5.84 | -19.50 | -32.07 | 32.39 | 35.24 |
| Sharpe Ratio | NA | 1.40 | 0.02 | 0.08 | 0.02 | NA | NA | … | … | 1.84 | -0.11 | 0.79 | -0.03 | 0.60 | 1.18 | -1.31 | 1.23 | -0.29 | -1.05 | -1.19 | 1.26 | 1.28 |
| Standard Deviation(%) | NA | 38.14 | 128.77 | 102.00 | 73.27 | NA | NA | … | … | 50.11 | 220.08 | 5.73 | 36.68 | 30.66 | 18.41 | 19.84 | 20.24 | 20.61 | 18.63 | 27.08 | 25.71 | 29.28 |
| Draw Down(%) | NA | 0.00 | 80.60 | 80.60 | 80.60 | NA | NA | … | … | 0.00 | 80.60 | 0.00 | 23.40 | 12.82 | 3.80 | 26.22 | 7.95 | 15.22 | 22.69 | 34.57 | 8.70 | 11.25 |
| Yield(%) | 0.00 | 7.55 | 3.51 | 8.64 | 4.72 | 3.72 | 2.79 | … | … | 0.00 | 5.56 | 5.56 | 5.43 | 14.09 | 15.69 | 3.80 | 4.82 | 4.13 | 3.19 | 4.79 | 0.00 | 0.00 |
Data as of 07/23/2024, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVDWF (Advent-AWI Holdings Inc) |
-19.85%
Dec 2013 – Dec 2016 |
-13.43%
Nov 2013 – Nov 2018 |
-5.10%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVDWF (Advent-AWI Holdings Inc) |
58.91%
Jan 2020 – Jan 2023 |
29.53%
Jan 2018 – Jan 2023 |
12.27%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart