Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVNX (ADVISORY RESEARCH STRATEGIC INCOME FUND ADVISORY RESEARCH STRATEGIC INCOME FUND) | 1.22% | 6.43% | 9.15% | 3.91% | 4.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVNX (ADVISORY RESEARCH STRATEGIC INCOME FUND ADVISORY RESEARCH STRATEGIC INCOME FUND) | 01/03/2013 | 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 (%) | 0.00 | 6.43 | 9.15 | 3.91 | 4.80 | NA | NA | … | … | 1.22 | 11.20 | 9.71 | 5.07 | -8.43 | 5.32 | 12.01 | 11.06 | -1.97 | 6.06 | 0.71 | 2.19 | 4.65 | -5.75 |
| Sharpe Ratio | NA | 1.21 | 1.53 | 0.36 | 0.85 | NA | NA | … | … | 0.19 | 2.06 | 1.65 | 0.26 | -2.21 | 1.98 | 2.11 | 4.77 | -1.67 | 2.82 | 0.15 | 0.83 | 1.93 | -1.22 |
| Standard Deviation(%) | NA | 3.76 | 4.14 | 4.24 | 3.77 | NA | NA | … | … | 3.85 | 4.05 | 3.68 | 5.44 | 4.47 | 2.68 | 5.55 | 2.01 | 2.02 | 1.93 | 3.35 | 2.61 | 2.40 | 4.78 |
| Draw Down(%) | NA | 2.57 | 5.22 | 11.86 | 11.86 | NA | NA | … | … | 2.57 | 1.85 | 2.10 | 7.16 | 11.86 | 1.67 | 8.28 | 1.05 | 2.53 | 1.22 | 3.88 | 2.48 | 2.40 | 9.28 |
| Yield(%) | 0.00 | 4.59 | 4.69 | 4.01 | 4.28 | 3.25 | 2.44 | … | … | 1.43 | 5.02 | 4.27 | 4.37 | 2.50 | 5.24 | 7.48 | 3.57 | 3.72 | 4.15 | 2.77 | 6.04 | 1.79 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVNX (ADVISORY RESEARCH STRATEGIC INCOME FUND ADVISORY RESEARCH STRATEGIC INCOME FUND) |
-0.89%
Oct 2020 – Oct 2023 |
0.56%
Apr 2013 – Apr 2018 |
2.13%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVNX (ADVISORY RESEARCH STRATEGIC INCOME FUND ADVISORY RESEARCH STRATEGIC INCOME FUND) |
9.42%
Dec 2018 – Dec 2021 |
6.38%
Dec 2016 – Dec 2021 |
5.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart