Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVDAX (ADAPTIVE EQUITY FUND A CLASS) | NA | 6.40% | 8.79% | NA | NA | NA | NA | … | … |
Data as of 12/12/2019, Common starting date is 12/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVDAX (ADAPTIVE EQUITY FUND A CLASS) | 12/02/2016 | 12/12/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 6.40 | 8.79 | NA | NA | NA | NA | … | … | 11.97 | -24.68 | 12.83 | 0.10 |
| Sharpe Ratio | NA | 0.30 | 0.59 | NA | NA | NA | NA | … | … | 0.90 | -0.92 | 1.15 | 0.06 |
| Standard Deviation(%) | NA | 13.86 | 12.48 | NA | NA | NA | NA | … | … | 12.44 | 28.14 | 10.63 | 14.23 |
| Draw Down(%) | NA | 11.31 | 19.76 | NA | NA | NA | NA | … | … | 8.41 | 36.38 | 7.12 | 3.13 |
| Yield(%) | 0.00 | 20.55 | 10.37 | 6.25 | 3.13 | 2.08 | 1.56 | … | … | 0.89 | 19.88 | 7.81 | 0.00 |
Data as of 12/12/2019, Common starting date is 12/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVDAX (ADAPTIVE EQUITY FUND A CLASS) |
0.00%
NA |
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 |
|---|---|---|---|---|
| AVDAX (ADAPTIVE EQUITY FUND A CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart