Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVHNF (Ackermans & Van Haaren NV) | NA | 39.60% | 10.45% | 18.24% | 10.68% | NA | NA | … | … |
Data as of 05/28/2025, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVHNF (Ackermans & Van Haaren NV) | 01/03/2014 | 05/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 39.60 | 10.45 | 18.24 | 10.68 | NA | NA | … | … | 28.57 | 38.92 | 11.30 | -20.41 | 33.61 | -12.01 | 9.56 | -16.64 | 21.27 | 1.35 | 32.13 | 1.52 |
| Sharpe Ratio | NA | 1.64 | 0.24 | 0.60 | 0.39 | NA | NA | … | … | 2.73 | 1.44 | 0.23 | -0.66 | 1.75 | -0.46 | 0.50 | -1.06 | 1.09 | 0.85 | 1.22 | 1.00 |
| Standard Deviation(%) | NA | 22.12 | 30.04 | 27.28 | 23.64 | NA | NA | … | … | 30.79 | 22.71 | 30.48 | 33.16 | 19.24 | 26.38 | 16.26 | 16.94 | 18.97 | 1.34 | 26.29 | 1.52 |
| Draw Down(%) | NA | 5.70 | 32.22 | 32.22 | 32.22 | NA | NA | … | … | 5.70 | 5.50 | 18.45 | 32.22 | 2.97 | 22.94 | 10.72 | 18.77 | 4.31 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.81 | 2.22 | 3.75 | 3.00 | 2.10 | 1.57 | … | … | 0.00 | 4.87 | 4.66 | 1.58 | 1.77 | 3.23 | 1.60 | 1.25 | 1.38 | 1.33 | 1.61 | 1.50 |
Data as of 05/28/2025, Common starting date is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVHNF (Ackermans & Van Haaren NV) |
-8.12%
Oct 2017 – Oct 2020 |
-3.09%
Dec 2017 – Dec 2022 |
6.14%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVHNF (Ackermans & Van Haaren NV) |
18.03%
May 2015 – May 2018 |
18.57%
Apr 2020 – Apr 2025 |
10.35%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart