Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVOA (Avoca LLC) | 2.41% | -4.00% | 0.70% | 5.85% | -2.04% | -3.99% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVOA (Avoca LLC) | 05/27/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -19.89 | -4.00 | 0.70 | 5.85 | -2.04 | -3.99 | NA | … | … | 2.41 | 11.60 | -1.69 | -17.84 | 36.84 | -5.00 | 7.53 | -14.68 | 53.52 | -51.03 | 3.28 | -49.19 | 63.27 | 48.37 | -23.84 | -18.12 | 11.65 | -15.84 | -33.33 |
| Sharpe Ratio | NA | 0.33 | 0.07 | 0.13 | -0.02 | NA | NA | … | … | 1.41 | 0.13 | -0.12 | -0.27 | 0.69 | -0.14 | 0.06 | -1.01 | 2.00 | -2.03 | 0.08 | -0.81 | 1.01 | 1.48 | -0.59 | -0.75 | 0.52 | -0.30 | -0.55 |
| Standard Deviation(%) | NA | 52.83 | 64.10 | 65.40 | 61.48 | NA | NA | … | … | 56.85 | 70.72 | 71.93 | 81.16 | 51.93 | 35.30 | 115.07 | 15.94 | 26.05 | 25.57 | 36.82 | 60.40 | 62.84 | 32.68 | 40.86 | 24.15 | 22.36 | 52.79 | 89.87 |
| Draw Down(%) | NA | 25.57 | 43.21 | 52.27 | 65.71 | NA | NA | … | … | 17.86 | 32.69 | 43.21 | 52.27 | 33.45 | 25.49 | 38.77 | 18.74 | 6.21 | 51.66 | 24.00 | 49.64 | 30.97 | 14.29 | 36.92 | 32.24 | 13.83 | 36.67 | 50.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.56 | 1.07 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | 0.89 | 3.38 | 2.82 | 4.72 | 10.00 | 6.58 | 12.67 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVOA (Avoca LLC) |
-36.43%
Dec 2014 – Dec 2017 |
-23.56%
Apr 2015 – Apr 2020 |
-13.46%
Jun 2008 – Jun 2018 |
-5.82%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVOA (Avoca LLC) |
40.10%
Feb 2020 – Feb 2023 |
26.43%
Jan 2018 – Jan 2023 |
4.48%
Jan 2013 – Jan 2023 |
-0.34%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart