Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVMX (ADVISORY RESEARCH EMERGING MARKETS OPPORTUNITIES FUND ADVISORY RESEARCH EMERGING MARKETS OPPORTUNITI) | 13.42% | 47.93% | 20.81% | 9.36% | 8.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVMX (ADVISORY RESEARCH EMERGING MARKETS OPPORTUNITIES FUND ADVISORY RESEARCH EMERGING MARKETS OPPORTUNITI) | 11/07/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 47.93 | 20.81 | 9.36 | 8.73 | NA | NA | … | … | 13.42 | 45.68 | -2.43 | 16.20 | -11.69 | 9.81 | 10.81 | 7.14 | -18.45 | 25.05 | 10.27 | -10.66 | -0.33 | 0.20 |
| Sharpe Ratio | NA | 2.45 | 1.07 | 0.46 | 0.45 | NA | NA | … | … | 1.67 | 2.18 | -0.40 | 1.08 | -0.81 | 0.77 | 0.39 | 0.55 | -1.31 | 2.88 | 0.72 | -0.76 | -0.04 | 0.19 |
| Standard Deviation(%) | NA | 19.15 | 17.34 | 16.13 | 16.18 | NA | NA | … | … | 21.96 | 19.71 | 15.25 | 11.70 | 16.26 | 12.64 | 27.16 | 10.27 | 15.22 | 8.51 | 13.91 | 14.07 | 9.49 | 7.11 |
| Draw Down(%) | NA | 11.40 | 14.92 | 24.72 | 51.16 | NA | NA | … | … | 11.40 | 14.92 | 12.24 | 12.23 | 20.32 | 9.32 | 40.11 | 12.06 | 27.19 | 4.64 | 11.29 | 22.99 | 15.15 | 3.30 |
| Yield(%) | 0.00 | 12.53 | 5.28 | 3.20 | 3.34 | 2.36 | 1.77 | … | … | 0.00 | 14.05 | 0.00 | 1.10 | 0.99 | 1.62 | 1.64 | 2.96 | 1.16 | 3.71 | 2.41 | 1.66 | 4.66 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVMX (ADVISORY RESEARCH EMERGING MARKETS OPPORTUNITIES FUND ADVISORY RESEARCH EMERGING MARKETS OPPORTUNITI) |
-11.79%
Mar 2017 – Mar 2020 |
-5.71%
Mar 2015 – Mar 2020 |
1.35%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVMX (ADVISORY RESEARCH EMERGING MARKETS OPPORTUNITIES FUND ADVISORY RESEARCH EMERGING MARKETS OPPORTUNITI) |
22.79%
Feb 2023 – Feb 2026 |
13.40%
Oct 2020 – Oct 2025 |
10.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart