Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ADVC (Advant-e Corp) NA -100.00% -100.00% -99.99% -93.94% 106.98% NA
Data as of 01/26/2022, Common starting date is 10/08/2003
More Performance Analytics Comparison
Name Start Date End Date
ADVC (Advant-e Corp) 10/08/2003 01/26/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 0.00 -100.00 -100.00 -99.99 -93.94 106.98 NA 1,999,900.00 1.82 3.19 5.54 1.00 -9.09 10.00 -9.09 27.91 72.00 13.64 0.00 -18.52 100.00 -30.77 -6.25 48.57 -3.45 2.84 -6.00
Sharpe Ratio NA 0.50 0.06 0.04 0.13 NA NA NA 0.05 0.08 0.06 -0.01 -0.23 0.13 -0.10 0.34 1.41 0.27 0.00 -0.17 1.13 -0.45 -0.18 0.84 -0.12 0.02 -0.61
Standard Deviation(%) NA 51.28 51.36 47.66 62.30 NA NA 3,812.98 56.84 36.83 64.81 35.87 42.63 73.01 95.87 81.66 50.97 51.28 58.93 106.63 88.72 70.07 51.44 53.98 47.56 88.89 39.39
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 0.00 19.42 22.96 33.50 18.58 30.26 46.67 46.25 27.91 15.62 21.43 25.93 40.74 36.24 51.43 41.67 25.31 35.17 47.27 16.67
Yield(%) 0.00 145,833.33 152,133.58 135,835.04 186,402.44 184,977.59 189,602.03 0.00 155,555.56 153,846.15 154,440.15 160,000.00 8.04 81,632.65 117,647.06 93,023.26 0.00 9.09 181,818.18 148,148.15 148,148.15 14,358.97 0.00 0.00 0.00 0.00 0.00
Data as of 01/26/2022, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADVC (Advant-e Corp) -100.00%
Sep 2018 – Sep 2021
-100.00%
Sep 2016 – Sep 2021
-100.00%
Nov 2011 – Nov 2021
6.45%
Nov 2006 – Nov 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADVC (Advant-e Corp) 9,761,797.82%
Mar 2009 – Mar 2012
456,043.47%
Jul 2009 – Jul 2014
119,931.53%
Feb 2010 – Feb 2020
41,110.09%
Feb 2006 – Feb 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return