Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVSFY (Avi Ltd ADR) | 3.05% | -1.76% | 12.37% | 11.05% | 4.63% | NA | NA | … | … |
Data as of 04/10/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVSFY (Avi Ltd ADR) | 08/06/2012 | 04/10/2026 |
| 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 (%) | 3.05 | -1.76 | 12.37 | 11.05 | 4.63 | NA | NA | … | … | 3.05 | -4.67 | 37.25 | 17.20 | -11.65 | 20.95 | -22.32 | -12.01 | 11.87 | 7.81 | 28.30 | -17.50 | 32.26 | -19.35 | 8.00 |
| Sharpe Ratio | NA | -0.15 | 0.15 | 0.14 | 0.07 | NA | NA | … | … | 1.57 | -0.15 | 0.59 | 0.16 | -0.25 | 0.38 | -0.61 | -0.88 | 0.26 | 0.42 | 1.03 | -0.54 | 1.51 | -0.68 | 1.50 |
| Standard Deviation(%) | NA | 30.27 | 61.37 | 61.65 | 47.39 | NA | NA | … | … | 5.79 | 52.10 | 57.22 | 84.96 | 52.51 | 54.72 | 36.92 | 15.29 | 40.65 | 17.07 | 27.17 | 32.59 | 21.33 | 28.69 | 14.23 |
| Draw Down(%) | NA | 16.80 | 33.27 | 37.65 | 55.31 | NA | NA | … | … | 0.00 | 22.23 | 17.23 | 31.01 | 18.59 | 24.98 | 33.03 | 16.56 | 28.86 | 10.35 | 18.61 | 24.60 | 16.59 | 23.93 | 6.63 |
| Yield(%) | 0.00 | 6.25 | 8.04 | 8.03 | 5.53 | 4.51 | 3.38 | … | … | 2.96 | 6.25 | 12.06 | 6.25 | 5.91 | 8.87 | 3.90 | 3.98 | 7.19 | 4.77 | 4.86 | 6.40 | 5.06 | 3.82 | 5.21 |
Data as of 04/10/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVSFY (Avi Ltd ADR) |
-18.92%
Feb 2018 – Feb 2021 |
-12.04%
May 2018 – May 2023 |
-0.02%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVSFY (Avi Ltd ADR) |
22.28%
Feb 2014 – Feb 2017 |
15.50%
Mar 2013 – Mar 2018 |
6.88%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart