Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVWX (ADVISORY RESEARCH GLOBAL VALUE FUND ADVISORY RESEARCH GLOBAL VALUE FUND) | NA | 3.72% | 8.41% | 4.74% | NA | NA | NA | … | … |
Data as of 11/13/2018, Common starting date is 08/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVWX (ADVISORY RESEARCH GLOBAL VALUE FUND ADVISORY RESEARCH GLOBAL VALUE FUND) | 08/10/2010 | 11/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.72 | 8.41 | 4.74 | NA | NA | NA | … | … | -0.17 | 16.62 | 10.19 | -3.45 | -1.71 | 26.90 | 16.29 | -8.27 | 12.18 |
| Sharpe Ratio | NA | 0.24 | 0.69 | 0.38 | NA | NA | NA | … | … | -0.14 | 2.33 | 0.69 | -0.26 | -0.17 | 2.36 | 1.08 | -0.31 | 2.08 |
| Standard Deviation(%) | NA | 10.52 | 11.24 | 11.47 | NA | NA | NA | … | … | 10.94 | 6.89 | 14.43 | 13.55 | 10.35 | 11.37 | 15.15 | 26.56 | 16.11 |
| Draw Down(%) | NA | 13.06 | 15.19 | 21.39 | NA | NA | NA | … | … | 13.06 | 2.10 | 11.94 | 14.52 | 12.22 | 5.80 | 13.66 | 25.87 | 7.11 |
| Yield(%) | 0.00 | 22.36 | 10.87 | 8.95 | 6.75 | 4.50 | 3.38 | … | … | 9.76 | 15.09 | 1.26 | 5.79 | 9.55 | 11.57 | 1.54 | 1.12 | 1.79 |
Data as of 11/13/2018, Common starting date is 08/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVWX (ADVISORY RESEARCH GLOBAL VALUE FUND ADVISORY RESEARCH GLOBAL VALUE FUND) |
0.54%
Oct 2013 – Oct 2016 |
2.45%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVWX (ADVISORY RESEARCH GLOBAL VALUE FUND ADVISORY RESEARCH GLOBAL VALUE FUND) |
16.50%
Sep 2011 – Sep 2014 |
10.63%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart