Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVLX (ADVISORY RESEARCH INTERNATIONAL SMALL CAP VALUE FUND CLASS I) | 13.87% | 41.00% | 21.43% | 6.10% | 9.34% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVLX (ADVISORY RESEARCH INTERNATIONAL SMALL CAP VALUE FUND CLASS I) | 01/02/2014 | 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 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 41.00 | 21.43 | 6.10 | 9.34 | NA | NA | … | … | 13.87 | 49.91 | 4.50 | 2.73 | -26.24 | 12.89 | 15.65 | 23.42 | -15.38 | 29.52 | 6.45 | -1.36 | -1.63 |
| Sharpe Ratio | NA | 1.99 | 0.96 | 0.20 | 0.44 | NA | NA | … | … | 1.44 | 2.32 | 0.05 | -0.07 | -1.26 | 0.99 | 0.55 | 2.05 | -1.26 | 3.60 | 0.39 | -0.11 | -0.17 |
| Standard Deviation(%) | NA | 18.48 | 18.97 | 18.59 | 17.63 | NA | NA | … | … | 22.08 | 20.34 | 18.93 | 13.32 | 22.06 | 12.94 | 28.02 | 10.72 | 13.37 | 8.06 | 16.09 | 13.09 | 9.77 |
| Draw Down(%) | NA | 12.60 | 17.10 | 38.90 | 38.90 | NA | NA | … | … | 12.60 | 13.50 | 12.60 | 18.90 | 36.04 | 9.82 | 36.33 | 8.82 | 23.79 | 3.18 | 12.59 | 14.30 | 14.21 |
| Yield(%) | 0.00 | 1.06 | 1.50 | 1.05 | 2.26 | 2.05 | 1.54 | … | … | 0.00 | 1.28 | 1.67 | 1.60 | 1.01 | 1.08 | 0.95 | 2.08 | 1.76 | 7.26 | 1.39 | 2.57 | 8.10 |
Data as of 06/04/2026, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVLX (ADVISORY RESEARCH INTERNATIONAL SMALL CAP VALUE FUND CLASS I) |
-8.59%
Apr 2021 – Apr 2024 |
-1.33%
Sep 2018 – Sep 2023 |
2.30%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVLX (ADVISORY RESEARCH INTERNATIONAL SMALL CAP VALUE FUND CLASS I) |
21.84%
May 2023 – May 2026 |
13.86%
Jun 2016 – Jun 2021 |
10.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart