Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARVIX (ASTON/RIVER ROAD INDEPENDENT VALUE FUND CLASS I SHARES) | NA | 6.49% | -0.42% | -0.25% | -0.08% | NA | NA | 0.76% |
Data as of 04/03/2023, AR inception is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARVIX (ASTON/RIVER ROAD INDEPENDENT VALUE FUND CLASS I SHARES) | 06/01/2011 | 04/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.43 | 6.49 | -0.42 | -0.25 | -0.08 | NA | NA | 0.76 | 11.10 | -7.46 | -15.50 | 9.33 | -3.86 | -1.97 | 7.32 | 8.34 | -0.20 |
| Sharpe Ratio | NA | 0.18 | -0.17 | -0.12 | -0.05 | NA | NA | 0.01 | 2.55 | -0.32 | -0.18 | 2.16 | -0.68 | -0.32 | 1.08 | 1.09 | -0.02 |
| Standard Deviation(%) | NA | 24.28 | 24.45 | 24.45 | 14.87 | NA | NA | 14.08 | 18.34 | 27.98 | 23.92 | 4.51 | 5.73 | 6.26 | 6.73 | 7.65 | 17.18 |
| Draw Down(%) | NA | 21.38 | 32.86 | 32.86 | 33.25 | NA | NA | 33.25 | 11.21 | 27.35 | 18.07 | 3.20 | 7.38 | 6.78 | 3.56 | 4.31 | 10.41 |
| Yield(%) | 0.00 | 3.38 | 1.20 | 0.72 | 1.32 | 1.36 | 1.02 | 1.86 | 0.00 | 3.35 | 0.49 | 0.00 | 0.00 | 5.74 | 4.06 | 5.90 | 1.09 |
Data as of 04/03/2023, AR inception is 06/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARVIX (ASTON/RIVER ROAD INDEPENDENT VALUE FUND CLASS I SHARES) |
-11.03%
Sep 2019 - Sep 2022 |
-6.09%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARVIX (ASTON/RIVER ROAD INDEPENDENT VALUE FUND CLASS I SHARES) |
7.24%
Sep 2011 - Sep 2014 |
5.04%
Sep 2011 - Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart