Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANWOX (APERTURE NEW WORLD OPPORTUNITIES FUND INSTITUTIONAL SHARES) | NA | 8,342,083.36% | 4,103.51% | NA | NA | NA | NA | … | … |
Data as of 02/06/2024, Common starting date is 03/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANWOX (APERTURE NEW WORLD OPPORTUNITIES FUND INSTITUTIONAL SHARES) | 03/22/2019 | 02/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8,279,900.00 | 8,342,083.36 | 4,103.51 | NA | NA | NA | NA | … | … | 8,259,948.19 | 3.06 | -8.62 | -3.69 | 7.98 | 3.29 |
| Sharpe Ratio | NA | 7,351.97 | 6.26 | NA | NA | NA | NA | … | … | NA | -0.45 | -2.63 | -1.64 | 1.43 | 1.46 |
| Standard Deviation(%) | NA | 1,134.67 | 654.68 | NA | NA | NA | NA | … | … | 3,595.35 | 2.70 | 3.82 | 2.27 | 5.40 | 2.00 |
| Draw Down(%) | NA | 2.78 | 18.54 | NA | NA | NA | NA | … | … | 0.72 | 3.35 | 14.45 | 4.88 | 12.08 | 1.98 |
| Yield(%) | 100.00 | 100.67 | 29.95 | 20.23 | 10.12 | 6.74 | 5.06 | … | … | 100.00 | 3.32 | 4.28 | 4.74 | 3.02 | 3.25 |
Data as of 02/06/2024, Common starting date is 03/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANWOX (APERTURE NEW WORLD OPPORTUNITIES FUND INSTITUTIONAL SHARES) |
-3.21%
Aug 2020 – Aug 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANWOX (APERTURE NEW WORLD OPPORTUNITIES FUND INSTITUTIONAL SHARES) |
4,110.18%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart