Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVDRX (ADAPTIVE EQUITY FUND R CLASS) | NA | 6.15% | 8.53% | 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 |
|---|---|---|
| AVDRX (ADAPTIVE EQUITY FUND R 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 | 6.15 | 8.53 | NA | NA | NA | NA | … | … | 12.00 | -24.73 | 12.64 | 2.43 |
| Sharpe Ratio | NA | 0.30 | 0.58 | NA | NA | NA | NA | … | … | 0.90 | -0.93 | 1.14 | 3.65 |
| Standard Deviation(%) | NA | 13.83 | 12.48 | NA | NA | NA | NA | … | … | 12.40 | 27.99 | 10.58 | 9.60 |
| Draw Down(%) | NA | 11.33 | 19.87 | NA | NA | NA | NA | … | … | 8.54 | 36.34 | 7.06 | 1.31 |
| Yield(%) | 0.00 | 20.18 | 10.15 | 6.27 | 3.14 | 2.09 | 1.57 | … | … | 0.62 | 19.67 | 7.68 | 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 |
|---|---|---|---|---|
| AVDRX (ADAPTIVE EQUITY FUND R 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 |
|---|---|---|---|---|
| AVDRX (ADAPTIVE EQUITY FUND R CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart