Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BIVSX (Balter Invenomic Fund Super Institutional Class) | 1.20% | 5.97% | 6.57% | 26.46% | NA | NA | NA | 20.42% |
Data as of 07/03/2025, AR inception is 05/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIVSX (Balter Invenomic Fund Super Institutional Class) | 05/10/2019 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.38 | 5.97 | 6.57 | 26.46 | NA | NA | NA | 20.42 | 1.20 | -8.57 | 17.08 | 50.39 | 61.31 | 11.71 | 3.85 |
| Sharpe Ratio | NA | -0.11 | 0.03 | 1.31 | NA | NA | NA | 0.99 | -0.51 | -0.98 | 1.44 | 3.41 | 2.63 | 0.44 | 0.41 |
| Standard Deviation(%) | NA | 14.09 | 12.33 | 18.09 | NA | NA | NA | 17.60 | 16.17 | 12.39 | 9.43 | 14.44 | 23.31 | 26.15 | 11.60 |
| Draw Down(%) | NA | 10.86 | 15.60 | 16.58 | NA | NA | NA | 18.24 | 10.86 | 15.60 | 5.54 | 14.16 | 16.58 | 18.17 | 11.11 |
| Yield(%) | 0.00 | 4.22 | 14.75 | 25.59 | 12.01 | 8.00 | 6.00 | 20.01 | 0.00 | 3.64 | 19.19 | 31.92 | 19.92 | 3.40 | 3.20 |
Data as of 07/03/2025, AR inception is 05/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIVSX (Balter Invenomic Fund Super Institutional Class) |
2.18%
May 2022 - May 2025 |
23.74%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIVSX (Balter Invenomic Fund Super Institutional Class) |
52.25%
Mar 2020 - Mar 2023 |
28.54%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart