Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABRTX (ABR Dynamic Blend Equity & Volatly InveU) | 6.76% | 17.72% | 6.92% | 0.29% | 6.11% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABRTX (ABR Dynamic Blend Equity & Volatly InveU) | 08/20/2015 | 06/05/2026 |
| 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.42 | 17.72 | 6.92 | 0.29 | 6.11 | NA | NA | … | … | 6.76 | 0.27 | 10.02 | 8.62 | -27.50 | 6.31 | 18.74 | 8.92 | -3.94 | 9.29 | 0.14 | 0.11 |
| Sharpe Ratio | NA | 1.96 | 0.43 | -0.13 | 0.35 | NA | NA | … | … | 2.27 | -0.22 | 0.28 | 0.41 | -1.70 | 0.48 | 0.55 | 0.81 | -0.33 | 1.55 | -0.01 | 0.02 |
| Standard Deviation(%) | NA | 9.43 | 11.22 | 12.48 | 13.58 | NA | NA | … | … | 9.73 | 11.77 | 12.46 | 10.67 | 17.02 | 13.16 | 33.73 | 9.29 | 15.87 | 5.61 | 8.98 | 13.56 |
| Draw Down(%) | NA | 6.99 | 20.79 | 30.05 | 30.05 | NA | NA | … | … | 6.10 | 18.14 | 9.29 | 11.93 | 28.80 | 10.91 | 29.17 | 6.69 | 19.99 | 3.73 | 8.14 | 7.44 |
| Yield(%) | 0.00 | 0.33 | 0.63 | 2.01 | 5.31 | 3.60 | 2.70 | … | … | 0.00 | 0.30 | 1.50 | 0.00 | 0.00 | 9.22 | 29.49 | 0.93 | 3.67 | 3.44 | 1.30 | 0.73 |
Data as of 06/05/2026, Common starting date is 08/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRTX (ABR Dynamic Blend Equity & Volatly InveU) |
-6.26%
Aug 2020 – Aug 2023 |
-2.06%
Aug 2020 – Aug 2025 |
5.32%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRTX (ABR Dynamic Blend Equity & Volatly InveU) |
23.31%
Dec 2018 – Dec 2021 |
14.56%
Oct 2016 – Oct 2021 |
6.41%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart