Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVLR (Avalara Inc) | NA | -47.82% | 7.87% | NA | NA | NA | NA | … | … |
Data as of 10/28/2022, Common starting date is 06/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVLR (Avalara Inc) | 06/18/2018 | 10/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -47.82 | 7.87 | NA | NA | NA | NA | … | … | -27.60 | -21.70 | 125.11 | 135.15 | -29.38 |
| Sharpe Ratio | NA | -0.82 | 0.14 | NA | NA | NA | NA | … | … | -0.54 | -0.50 | 2.13 | 2.72 | -0.73 |
| Standard Deviation(%) | NA | 59.58 | 53.88 | NA | NA | NA | NA | … | … | 61.69 | 43.66 | 58.42 | 49.19 | 67.11 |
| Draw Down(%) | NA | 63.51 | 64.17 | NA | NA | NA | NA | … | … | 47.31 | 32.75 | 37.60 | 27.93 | 45.70 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.31 | 0.15 | 0.10 | 0.08 | … | … | 0.00 | 0.00 | 0.00 | 2.08 | 0.00 |
Data as of 10/28/2022, Common starting date is 06/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVLR (Avalara Inc) |
-0.43%
Jun 2019 – Jun 2022 |
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 |
|---|---|---|---|---|
| AVLR (Avalara Inc) |
75.55%
Oct 2018 – Oct 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart