Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABRVX (ABR Dynamic Blend Equity & Volatly InstU) | 9.57% | 20.42% | 8.10% | 1.02% | 6.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/07/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABRVX (ABR Dynamic Blend Equity & Volatly InstU) | 08/07/2015 | 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 20.42 | 8.10 | 1.02 | 6.68 | NA | NA | … | … | 9.57 | 0.53 | 9.51 | 8.89 | -27.36 | 6.90 | 19.63 | 9.09 | -3.23 | 9.47 | 0.35 | -1.36 |
| Sharpe Ratio | NA | 2.00 | 0.46 | -0.11 | 0.37 | NA | NA | … | … | 2.33 | -0.20 | 0.23 | 0.44 | -1.69 | 0.53 | 0.58 | 0.83 | -0.29 | 1.56 | 0.02 | -0.25 |
| Standard Deviation(%) | NA | 9.40 | 11.23 | 12.49 | 13.59 | NA | NA | … | … | 9.68 | 11.78 | 12.62 | 10.69 | 17.04 | 13.00 | 33.46 | 9.30 | 15.86 | 5.67 | 8.94 | 13.61 |
| Draw Down(%) | NA | 6.93 | 20.66 | 29.71 | 29.71 | NA | NA | … | … | 6.06 | 18.14 | 9.30 | 11.93 | 28.65 | 10.71 | 28.79 | 6.60 | 19.54 | 3.62 | 8.23 | 7.44 |
| Yield(%) | 0.00 | 1.37 | 1.25 | 2.26 | 5.49 | 3.68 | 2.76 | … | … | 0.00 | 1.24 | 2.28 | 0.00 | 0.00 | 9.01 | 29.04 | 0.88 | 3.65 | 3.43 | 1.30 | 0.76 |
Data as of 06/04/2026, Common starting date is 08/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRVX (ABR Dynamic Blend Equity & Volatly InstU) |
-6.05%
Aug 2020 – Aug 2023 |
-1.82%
Aug 2020 – Aug 2025 |
5.62%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRVX (ABR Dynamic Blend Equity & Volatly InstU) |
23.64%
Dec 2018 – Dec 2021 |
14.91%
Oct 2016 – Oct 2021 |
6.73%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart