Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVIX (ADVISORY RESEARCH INTERNATIONAL SMALL CAP VALUE FUND INVESTOR CLASS) | NA | 0.00% | 4.51% | 5.76% | 7.36% | NA | NA | … | … |
Data as of 11/22/2021, Common starting date is 04/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVIX (ADVISORY RESEARCH INTERNATIONAL SMALL CAP VALUE FUND INVESTOR CLASS) | 04/01/2010 | 11/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 4.51 | 5.76 | 7.36 | NA | NA | … | … | 0.00 | -2.69 | 23.35 | -15.29 | 29.44 | 6.40 | -1.39 | -2.85 | 23.06 | 22.59 | -13.49 | 12.97 |
| Sharpe Ratio | NA | 0.00 | 0.51 | 0.58 | 0.62 | NA | NA | … | … | 0.00 | -1.07 | 2.03 | -1.24 | 3.63 | 0.38 | -0.11 | -0.29 | 2.13 | 1.62 | -0.63 | 1.01 |
| Standard Deviation(%) | NA | 0.70 | 7.34 | 8.71 | 11.28 | NA | NA | … | … | NA | 2.71 | 10.80 | 13.40 | 7.97 | 16.17 | 13.17 | 9.85 | 10.82 | 14.04 | 21.58 | 17.26 |
| Draw Down(%) | NA | 0.00 | 10.44 | 23.70 | 23.86 | NA | NA | … | … | 0.00 | 3.98 | 8.80 | 23.70 | 3.18 | 12.59 | 14.38 | 14.04 | 7.38 | 12.92 | 23.57 | 15.00 |
| Yield(%) | 0.00 | 0.00 | 1.24 | 2.48 | 4.42 | 3.03 | 2.27 | … | … | 0.00 | 0.00 | 1.99 | 1.65 | 7.19 | 1.34 | 2.53 | 8.06 | 7.19 | 3.24 | 3.48 | 4.07 |
Data as of 11/22/2021, Common starting date is 04/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVIX (ADVISORY RESEARCH INTERNATIONAL SMALL CAP VALUE FUND INVESTOR CLASS) |
-1.17%
Apr 2018 – Apr 2021 |
2.02%
Feb 2011 – Feb 2016 |
4.84%
Apr 2011 – Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVIX (ADVISORY RESEARCH INTERNATIONAL SMALL CAP VALUE FUND INVESTOR CLASS) |
16.22%
May 2012 – May 2015 |
11.42%
May 2012 – May 2017 |
8.11%
May 2010 – May 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart