Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AVVZF 6.34% 6.34% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 09/12/2024
More Performance Analytics Comparison
Name Start Date End Date
AVVZF 09/12/2024 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.00 6.34 NA NA NA NA NA 6.34 5.81 0.00
Sharpe Ratio NA 0.60 NA NA NA NA NA 1.37 0.52 0.00
Standard Deviation(%) NA 6.16 NA NA NA NA NA 9.43 5.67 NA
Draw Down(%) NA 0.00 NA NA NA NA NA 0.00 0.00 0.00
Yield(%) 0.00 5.96 3.82 2.29 1.14 0.76 0.57 5.96 5.49 0.00
Data as of 06/09/2026, Common starting date is 09/12/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVVZF (AVVZF) 0.00%
NA
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
AVVZF (AVVZF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return