Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVIZF | NA | 9.67% | 7.51% | 6.30% | 276.64% | NA | NA | … | … |
Data as of 06/27/2025, Common starting date is 01/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVIZF | 01/21/2014 | 06/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.67 | 7.51 | 6.30 | 276.64 | NA | NA | … | … | 3.47 | 11.83 | 5.17 | 4.76 | 4.40 | 6.65 | 190.29 | 3,327.42 | 9,640.26 | 382.96 | 12,870.59 | 10,120.07 |
| Sharpe Ratio | NA | 1.21 | 0.94 | 1.07 | NA | NA | NA | … | … | 0.86 | 1.48 | 0.43 | 1.01 | 1.44 | 1.31 | 1.81 | 13.94 | 28.71 | NA | 38.35 | 39.02 |
| Standard Deviation(%) | NA | 5.33 | 4.46 | 3.98 | NA | NA | NA | … | … | 4.92 | 5.56 | 3.57 | 3.31 | 3.04 | 4.88 | 104.16 | 242.00 | 341.97 | NA | 335.60 | 334.31 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 238.45 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 238.45 | 0.00 | 5.63 |
| Yield(%) | 0.00 | 9.09 | 7.14 | 6.03 | 53.22 | 59.70 | 44.77 | … | … | 3.35 | 11.03 | 4.98 | 4.60 | 4.26 | 6.33 | 67.10 | 163.33 | 173.33 | 167.07 | 193.18 | 185.67 |
Data as of 06/27/2025, Common starting date is 01/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVIZF (AVIZF) |
4.61%
Feb 2020 – Feb 2023 |
5.81%
Feb 2019 – Feb 2024 |
276.64%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVIZF (AVIZF) |
4,858.92%
Apr 2014 – Apr 2017 |
5,607.31%
Feb 2014 – Feb 2019 |
677.10%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart