Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWX (Avalon Holdings Corporation) | -5.58% | 4.10% | 3.97% | -10.57% | 1.59% | -0.88% | -2.97% | … | … |
Data as of 06/04/2026, Common starting date is 06/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWX (Avalon Holdings Corporation) | 06/23/1998 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 4.10 | 3.97 | -10.57 | 1.59 | -0.88 | -2.97 | … | … | -5.58 | -35.66 | 38.08 | -13.09 | -23.82 | 38.85 | 35.42 | -27.55 | 32.50 | -32.20 | 56.08 | -27.86 | -49.62 | 36.13 | 31.72 | 6.23 | 30.00 | 41.89 | -72.59 | -25.00 | 53.85 | 48.10 | 20.15 | 31.50 | -29.82 | 3.64 | -45.00 | -29.20 | 13.00 |
| Sharpe Ratio | NA | 0.02 | -0.01 | -0.21 | 0.01 | NA | NA | … | … | -0.74 | -0.44 | 0.61 | -0.37 | -0.47 | 0.54 | 0.39 | -0.95 | 0.08 | -0.77 | 0.33 | -0.65 | -1.39 | 0.47 | 0.20 | -0.26 | 0.24 | 0.34 | -0.99 | -1.08 | 0.85 | 0.69 | 0.01 | 0.30 | -1.26 | -0.36 | -1.50 | -0.81 | 0.51 |
| Standard Deviation(%) | NA | 82.58 | 63.93 | 59.11 | 75.78 | NA | NA | … | … | 21.17 | 88.82 | 52.36 | 46.93 | 54.01 | 71.34 | 89.54 | 53.50 | 132.08 | 66.61 | 65.94 | 71.17 | 48.84 | 37.75 | 66.22 | 46.93 | 47.29 | 69.27 | 93.21 | 43.67 | 37.47 | 39.40 | 41.46 | 41.21 | 39.27 | 50.27 | 45.39 | 40.14 | 45.01 |
| Draw Down(%) | NA | 50.89 | 50.89 | 66.67 | 88.49 | NA | NA | … | … | 10.79 | 50.89 | 19.44 | 37.12 | 33.94 | 40.25 | 40.40 | 42.77 | 74.73 | 41.59 | 30.50 | 55.88 | 54.83 | 21.09 | 42.93 | 31.07 | 39.06 | 31.87 | 84.29 | 50.00 | 20.82 | 24.75 | 39.30 | 17.07 | 39.69 | 39.15 | 55.81 | 31.58 | 24.32 |
| 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 | 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 06/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWX (Avalon Holdings Corporation) |
-36.79%
Jun 2007 – Jun 2010 |
-24.31%
Aug 1998 – Aug 2003 |
-16.74%
Nov 1998 – Nov 2008 |
-8.53%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWX (Avalon Holdings Corporation) |
58.74%
May 2004 – May 2007 |
33.30%
Nov 2008 – Nov 2013 |
9.15%
Nov 2008 – Nov 2018 |
5.25%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart