Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADISX (Aperture Discover Equity Fund Institutional Shares) | NA | 584,161.10% | 1,622.82% | NA | NA | NA | NA | … | … |
Data as of 02/06/2024, Common starting date is 12/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADISX (Aperture Discover Equity Fund Institutional Shares) | 12/31/2019 | 02/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 584,161.10 | 1,622.82 | NA | NA | NA | NA | … | … | 576,245.31 | 18.79 | -34.49 | 28.82 | 59.00 | 0.00 |
| Sharpe Ratio | NA | 668.74 | 3.23 | NA | NA | NA | NA | … | … | NA | 0.67 | -0.96 | 1.15 | 1.59 | NA |
| Standard Deviation(%) | NA | 873.51 | 505.00 | NA | NA | NA | NA | … | … | 2,767.74 | 21.97 | 37.44 | 24.99 | 36.71 | 0.00 |
| Draw Down(%) | NA | 23.89 | 45.36 | NA | NA | NA | NA | … | … | 5.78 | 24.40 | 39.42 | 15.01 | 40.49 | 0.00 |
| Yield(%) | 0.00 | 95.84 | 29.95 | 32.25 | 16.13 | 10.75 | 8.06 | … | … | 95.54 | 0.15 | 3.63 | 27.86 | 3.47 | 0.00 |
Data as of 02/06/2024, Common starting date is 12/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADISX (Aperture Discover Equity Fund Institutional Shares) |
-0.45%
Nov 2020 – Nov 2023 |
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 |
|---|---|---|---|---|
| ADISX (Aperture Discover Equity Fund Institutional Shares) |
1,672.24%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart