Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVDMX (ADAPTIVE EQUITY FUND R6 CLASS) | NA | 7.02% | 9.42% | 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 |
|---|---|---|
| AVDMX (ADAPTIVE EQUITY FUND R6 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 | 7.02 | 9.42 | NA | NA | NA | NA | … | … | 11.92 | -24.16 | 13.10 | 4.77 |
| Sharpe Ratio | NA | 0.30 | 0.63 | NA | NA | NA | NA | … | … | 0.89 | -0.91 | 1.14 | 6.76 |
| Standard Deviation(%) | NA | 13.86 | 12.50 | NA | NA | NA | NA | … | … | 12.43 | 28.10 | 11.01 | 11.76 |
| Draw Down(%) | NA | 11.26 | 19.61 | NA | NA | NA | NA | … | … | 8.23 | 36.22 | 7.52 | 1.37 |
| Yield(%) | 0.00 | 20.97 | 10.75 | 6.80 | 3.40 | 2.27 | 1.70 | … | … | 1.52 | 19.95 | 8.33 | 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 |
|---|---|---|---|---|
| AVDMX (ADAPTIVE EQUITY FUND R6 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 |
|---|---|---|---|---|
| AVDMX (ADAPTIVE EQUITY FUND R6 CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart