Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AVO (Mission Produce, Inc.) -8.45% 0.38% -5.61% -12.15% NA NA NA
Data as of 06/04/2026, Common starting date is 10/05/2020
More Performance Analytics Comparison
Name Start Date End Date
AVO (Mission Produce, Inc.) 10/05/2020 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
Annualized Return (%) -5.60 0.38 -5.61 -12.15 NA NA NA -8.45 -18.79 41.23 -13.17 -25.99 4.32 21.76
Sharpe Ratio NA -0.03 -0.19 -0.39 NA NA NA -0.32 -0.62 0.91 -0.57 -0.75 0.11 3.73
Standard Deviation(%) NA 34.35 36.50 35.43 NA NA NA 37.21 35.16 38.59 30.92 36.40 38.33 33.68
Draw Down(%) NA 27.38 36.87 62.71 NA NA NA 27.38 32.22 25.64 36.87 30.87 30.81 7.49
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
Data as of 06/04/2026, Common starting date is 10/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVO (Mission Produce, Inc.) -21.86%
Jun 2021 – Jun 2024
-11.32%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVO (Mission Produce, Inc.) 7.39%
Mar 2023 – Mar 2026
-2.22%
Nov 2020 – Nov 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return