Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVIFY (Advanced Info Service Public) | 21.58% | 24.37% | 25.17% | 19.32% | 12.67% | 13.35% | 14.09% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVIFY (Advanced Info Service Public) | 11/18/1996 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.30 | 24.37 | 25.17 | 19.32 | 12.67 | 13.35 | 14.09 | … | … | 21.58 | -3.24 | 56.80 | 21.86 | -18.19 | 22.24 | -13.77 | 33.33 | -2.24 | 44.65 | 3.22 | -39.55 | 30.10 | -7.04 | 64.15 | 68.11 | 34.41 | 15.66 | -23.56 | 79.12 | -12.47 | -9.52 | 46.40 | 222.00 | -27.89 | -90.16 | -42.22 | 170.00 | 25.00 | -47.37 | -28.30 |
| Sharpe Ratio | NA | 0.33 | 0.35 | 0.30 | 0.26 | NA | NA | … | … | 1.09 | -0.06 | 0.93 | 0.72 | -0.36 | 0.56 | -0.29 | 1.29 | -0.14 | 1.97 | 0.08 | -1.01 | 0.98 | -0.17 | 1.68 | 1.98 | 0.49 | 0.11 | -0.23 | 0.77 | -0.25 | -0.18 | 0.46 | 2.43 | -0.22 | -0.39 | -0.57 | 1.95 | 0.17 | -0.36 | -1.27 |
| Standard Deviation(%) | NA | 100.95 | 76.08 | 65.86 | 51.20 | NA | NA | … | … | 98.77 | 95.90 | 57.31 | 25.52 | 54.95 | 39.75 | 47.66 | 24.72 | 25.63 | 22.48 | 39.21 | 39.26 | 30.57 | 40.71 | 38.50 | 34.32 | 70.20 | 140.31 | 104.59 | 99.82 | 64.46 | 64.73 | 98.05 | 91.24 | 131.98 | 238.87 | 81.22 | 85.45 | 127.73 | 139.53 | 77.32 |
| Draw Down(%) | NA | 22.98 | 30.49 | 33.45 | 33.45 | NA | NA | … | … | 18.90 | 30.49 | 18.67 | 10.91 | 33.45 | 14.94 | 27.97 | 11.59 | 20.65 | 12.63 | 26.85 | 43.38 | 19.02 | 37.61 | 15.63 | 10.65 | 20.75 | 50.00 | 44.80 | 31.65 | 31.06 | 28.49 | 36.67 | 21.87 | 67.76 | 94.24 | 55.56 | 47.24 | 64.79 | 67.31 | 32.14 |
| Yield(%) | 0.00 | 12.34 | 9.04 | 7.91 | 6.90 | 103.88 | 105.00 | … | … | 8.25 | 4.06 | 4.24 | 4.20 | 3.34 | 3.90 | 3.13 | 4.23 | 3.95 | 5.54 | 8.75 | 4.95 | 6.68 | 5.21 | 7.43 | 9.27 | 20.45 | 8.83 | 5.88 | 8.44 | 6.55 | 4.95 | 4.82 | 12.35 | 0.95 | 0.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVIFY (Advanced Info Service Public) |
-65.52%
Dec 1999 – Dec 2002 |
-38.35%
Jan 1997 – Jan 2002 |
-13.21%
Dec 1999 – Dec 2009 |
-0.65%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVIFY (Advanced Info Service Public) |
72.23%
Apr 2010 – Apr 2013 |
46.23%
Dec 2002 – Dec 2007 |
37.34%
Aug 2002 – Aug 2012 |
24.15%
Aug 2002 – Aug 2017 |
Annualized Rolling Returns Comparison Chart