Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADLVX (Adler Value Fund Institutional Class) | 1.94% | 13.46% | 12.55% | 3.91% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADLVX (Adler Value Fund Institutional Class) | 10/01/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | 13.46 | 12.55 | 3.91 | NA | NA | NA | … | … | 1.94 | 15.24 | 10.20 | 5.33 | -11.32 | 26.50 | 11.55 | 16.87 | -2.90 |
| Sharpe Ratio | NA | 0.62 | 0.58 | 0.09 | NA | NA | NA | … | … | -0.13 | 0.71 | 0.47 | 0.12 | -0.59 | 1.51 | 0.31 | 1.95 | -3.15 |
| Standard Deviation(%) | NA | 14.28 | 15.55 | 17.26 | NA | NA | NA | … | … | 16.88 | 17.60 | 14.08 | 14.63 | 21.59 | 17.53 | 36.45 | 7.91 | 4.12 |
| Draw Down(%) | NA | 10.33 | 17.43 | 23.70 | NA | NA | NA | … | … | 10.33 | 15.25 | 10.09 | 16.53 | 23.70 | 10.06 | 40.71 | 4.85 | 4.61 |
| Yield(%) | 0.00 | 1.10 | 1.44 | 3.23 | 2.78 | 1.86 | 1.39 | … | … | 0.00 | 1.14 | 1.56 | 1.24 | 5.68 | 9.80 | 1.35 | 1.04 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADLVX (Adler Value Fund Institutional Class) |
-1.25%
Jun 2021 – Jun 2024 |
4.04%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADLVX (Adler Value Fund Institutional Class) |
20.20%
Mar 2020 – Mar 2023 |
16.40%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart