Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEY (ADDvantage Technologies Group Inc) | NA | -75.51% | -52.41% | -24.11% | -19.37% | -10.62% | -12.41% | … | … |
Data as of 02/12/2024, Common starting date is 05/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEY (ADDvantage Technologies Group Inc) | 05/30/1996 | 02/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.86 | -75.51 | -52.41 | -24.11 | -19.37 | -10.62 | -12.41 | … | … | -85.37 | 69.66 | -16.18 | -42.14 | 21.54 | 70.83 | -2.04 | -16.95 | -2.21 | -25.82 | -9.29 | 35.18 | -5.24 | -33.12 | 59.39 | 10.67 | -71.15 | 121.15 | -54.63 | 11.82 | 25.28 | 619.67 | -40.20 | -18.40 | -58.33 | 166.67 | -86.26 | -54.51 | -29.41 |
| Sharpe Ratio | NA | -0.27 | -0.31 | -0.17 | -0.19 | NA | NA | … | … | -0.24 | 0.26 | -0.28 | -0.75 | 0.19 | 1.11 | -0.79 | -1.15 | -0.95 | -1.36 | -0.62 | 0.52 | -0.61 | -1.34 | 0.84 | -0.10 | -1.17 | 1.54 | -1.33 | -0.18 | 0.09 | 5.18 | -0.51 | -0.33 | -0.64 | 1.19 | -0.46 | -0.74 | -0.26 |
| Standard Deviation(%) | NA | 294.37 | 176.44 | 147.18 | 107.05 | NA | NA | … | … | 425.76 | 255.96 | 64.08 | 56.25 | 114.07 | 42.73 | 29.92 | 31.57 | 38.08 | 32.69 | 44.71 | 31.92 | 39.34 | 38.51 | 48.63 | 81.24 | 77.54 | 64.83 | 58.26 | 50.84 | 62.55 | 115.90 | 116.87 | 121.96 | 127.64 | 137.76 | 196.11 | 78.37 | 184.68 |
| Draw Down(%) | NA | 89.46 | 92.49 | 95.32 | 95.32 | NA | NA | … | … | 87.68 | 83.01 | 41.59 | 51.73 | 71.89 | 16.18 | 19.08 | 34.48 | 21.74 | 27.94 | 33.14 | 11.26 | 24.11 | 38.56 | 21.56 | 44.44 | 79.25 | 40.95 | 70.11 | 48.99 | 46.96 | 33.50 | 61.48 | 61.41 | 78.33 | 47.37 | 91.86 | 66.58 | 73.78 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/12/2024, Common starting date is 05/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEY (ADDvantage Technologies Group Inc) |
-70.92%
Jun 1996 – Jun 1999 |
-48.51%
Feb 1997 – Feb 2002 |
-20.42%
Oct 2013 – Oct 2023 |
-15.14%
Jun 1996 – Jun 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEY (ADDvantage Technologies Group Inc) |
116.03%
Dec 2002 – Dec 2005 |
66.32%
Oct 2002 – Oct 2007 |
13.35%
Apr 2002 – Apr 2012 |
10.81%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison Chart