Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVAH (Aveanna Healthcare Holdings Inc.) | -18.85% | 23.01% | 74.40% | -11.29% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVAH (Aveanna Healthcare Holdings Inc.) | 04/28/2021 | 06/04/2026 |
| 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 (%) | -9.55 | 23.01 | 74.40 | -11.29 | NA | NA | NA | … | … | -18.85 | 88.62 | 73.88 | 243.59 | -89.46 | -38.33 |
| Sharpe Ratio | NA | 0.55 | 1.25 | -0.15 | NA | NA | NA | … | … | -0.63 | 1.20 | 0.89 | 2.71 | -1.06 | -1.22 |
| Standard Deviation(%) | NA | 61.42 | 73.39 | 75.74 | NA | NA | NA | … | … | 47.08 | 73.09 | 76.61 | 89.58 | 86.18 | 41.75 |
| Draw Down(%) | NA | 39.44 | 41.40 | 94.72 | NA | NA | NA | … | … | 36.27 | 37.67 | 27.97 | 41.40 | 90.88 | 52.83 |
| 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 |
Data as of 06/04/2026, Common starting date is 04/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVAH (Aveanna Healthcare Holdings Inc.) |
-39.35%
Jun 2021 – Jun 2024 |
-9.17%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVAH (Aveanna Healthcare Holdings Inc.) |
139.49%
Nov 2022 – Nov 2025 |
-9.17%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart