Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARBOX (Absolute Convertible Arbitrage Fund) | 4.44% | 9.04% | 7.50% | 5.08% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARBOX (Absolute Convertible Arbitrage Fund) | 02/26/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 9.04 | 7.50 | 5.08 | NA | NA | NA | … | … | 4.44 | 8.05 | 7.28 | 5.00 | -0.82 | 0.96 |
| Sharpe Ratio | NA | 5.54 | 4.06 | 1.83 | NA | NA | NA | … | … | 6.50 | 4.54 | 4.15 | 1.14 | -1.09 | 0.77 |
| Standard Deviation(%) | NA | 1.17 | 1.06 | 1.40 | NA | NA | NA | … | … | 1.30 | 1.14 | 0.88 | 1.19 | 2.07 | 1.44 |
| Draw Down(%) | NA | 0.60 | 0.64 | 4.14 | NA | NA | NA | … | … | 0.60 | 0.61 | 0.27 | 0.74 | 3.98 | 1.14 |
| Yield(%) | 0.00 | 5.07 | 4.45 | 3.80 | 1.89 | 1.26 | 0.94 | … | … | 0.00 | 5.24 | 4.74 | 3.38 | 3.02 | 3.06 |
Data as of 06/05/2026, Common starting date is 02/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARBOX (Absolute Convertible Arbitrage Fund) |
2.61%
Mar 2021 – Mar 2024 |
4.47%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARBOX (Absolute Convertible Arbitrage Fund) |
7.53%
May 2023 – May 2026 |
5.09%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart