Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVNI (Arvana Inc) | 15.00% | -28.12% | -13.06% | 35.69% | 15.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVNI (Arvana Inc) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 91.67 | -28.12 | -13.06 | 35.69 | 15.04 | NA | NA | … | … | 15.00 | -49.15 | 47.50 | 60.00 | 482.75 | 92.95 | 122.33 | -83.64 | 0.00 | 0.00 | 139.13 | 21.05 | 35.71 | -12.50 | 6.67 |
| Sharpe Ratio | NA | -0.13 | -0.08 | 0.05 | 0.02 | NA | NA | … | … | 0.21 | -0.23 | 0.25 | 0.08 | 0.53 | 0.09 | 0.18 | -0.56 | 0.00 | -0.01 | 0.72 | 0.33 | 0.48 | -0.40 | 0.10 |
| Standard Deviation(%) | NA | 199.00 | 195.32 | 653.21 | 555.74 | NA | NA | … | … | 178.81 | 228.43 | 166.93 | 680.39 | 910.25 | 1,085.43 | 664.27 | 153.19 | 274.14 | 50.82 | 194.06 | 63.09 | 73.80 | 31.54 | 129.29 |
| Draw Down(%) | NA | 76.00 | 87.63 | 97.64 | 97.64 | NA | NA | … | … | 60.00 | 65.00 | 85.57 | 92.33 | 89.06 | 97.64 | 86.19 | 84.75 | 81.82 | 34.55 | 64.62 | 23.33 | 25.00 | 18.75 | 46.67 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVNI (Arvana Inc) |
-46.87%
Jun 2018 – Jun 2021 |
-23.92%
Jan 2017 – Jan 2022 |
2.92%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVNI (Arvana Inc) |
228.02%
Jun 2020 – Jun 2023 |
126.03%
Dec 2019 – Dec 2024 |
50.94%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart