Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABRSX (ABR Enhanced Short Volatility Fund – Institutional) | 3.09% | 27.91% | 11.56% | 6.41% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABRSX (ABR Enhanced Short Volatility Fund – Institutional) | 10/09/2017 | 06/04/2026 |
| 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 (%) | 0.78 | 27.91 | 11.56 | 6.41 | NA | NA | NA | … | … | 3.09 | 6.89 | 12.67 | 38.75 | -34.12 | -5.97 | 5.69 | 79.39 | -47.73 | 6.94 |
| Sharpe Ratio | NA | 1.24 | 0.40 | 0.15 | NA | NA | NA | … | … | 0.15 | 0.15 | 0.27 | 1.51 | -1.02 | -0.11 | 0.07 | 3.16 | -1.04 | 3.52 |
| Standard Deviation(%) | NA | 21.90 | 23.51 | 27.49 | NA | NA | NA | … | … | 27.15 | 26.98 | 22.15 | 22.99 | 34.82 | 53.74 | 74.43 | 24.71 | 47.48 | 9.58 |
| Draw Down(%) | NA | 19.12 | 27.83 | 44.57 | NA | NA | NA | … | … | 19.12 | 27.83 | 16.67 | 15.16 | 44.57 | 38.21 | 43.66 | 8.74 | 49.63 | 2.74 |
| Yield(%) | 0.00 | 0.78 | 0.71 | 7.83 | 5.54 | 3.69 | 2.77 | … | … | 0.00 | 0.67 | 1.18 | 0.00 | 0.00 | 46.91 | 0.00 | 16.85 | 6.05 | 1.04 |
Data as of 06/04/2026, Common starting date is 10/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRSX (ABR Enhanced Short Volatility Fund – Institutional) |
-2.85%
Jan 2018 – Jan 2021 |
-1.68%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRSX (ABR Enhanced Short Volatility Fund – Institutional) |
38.70%
Dec 2018 – Dec 2021 |
19.52%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart