Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADSRX (Aperture Discover Equity Fund Class X Shares) | NA | -951,832.11% | nan% | 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 |
|---|---|---|
| ADSRX (Aperture Discover Equity Fund Class X 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 | -951,832.11 | nan | NA | NA | NA | NA | … | … | -940,398.31 | 18.67 | -34.58 | 28.73 | 58.80 | 0.00 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.66 | -0.97 | 1.15 | 1.59 | NA |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 22.00 | 37.34 | 24.95 | 36.74 | 0.00 |
| Draw Down(%) | NA | 936,054.74 | 670,849.19 | NA | NA | NA | NA | … | … | 950,721.80 | 24.39 | 39.46 | 15.04 | 40.47 | 0.00 |
| Yield(%) | 0.00 | 95.79 | 29.92 | 32.16 | 16.08 | 10.72 | 8.04 | … | … | 95.64 | 0.08 | 3.64 | 27.90 | 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 |
|---|---|---|---|---|
| ADSRX (Aperture Discover Equity Fund Class X Shares) |
-0.53%
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 |
|---|---|---|---|---|
| ADSRX (Aperture Discover Equity Fund Class X Shares) |
27.11%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart