Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMEAX (ASPIRIANT RISK-MANAGED EQUITY ALLOCATION FUND ADVISOR SHARES) | 6.58% | 19.33% | 15.87% | 8.76% | 9.18% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMEAX (ASPIRIANT RISK-MANAGED EQUITY ALLOCATION FUND ADVISOR SHARES) | 04/05/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 19.33 | 15.87 | 8.76 | 9.18 | NA | NA | … | … | 6.58 | 17.69 | 14.67 | 16.31 | -13.67 | 14.78 | 3.97 | 16.83 | -3.52 | 21.77 | 4.51 | -0.25 | 1.64 | 10.04 |
| Sharpe Ratio | NA | 1.79 | 1.29 | 0.56 | 0.66 | NA | NA | … | … | 1.24 | 1.22 | 1.39 | 1.56 | -0.97 | 1.57 | 0.19 | 1.96 | -0.42 | 3.87 | 0.39 | -0.02 | 0.17 | 1.46 |
| Standard Deviation(%) | NA | 9.66 | 10.02 | 11.10 | 11.58 | NA | NA | … | … | 11.70 | 12.15 | 7.93 | 8.19 | 15.61 | 9.38 | 19.67 | 7.85 | 11.66 | 5.48 | 11.12 | 12.66 | 9.52 | 9.44 |
| Draw Down(%) | NA | 8.41 | 12.52 | 21.79 | 26.23 | NA | NA | … | … | 8.41 | 12.52 | 4.85 | 6.08 | 21.79 | 4.96 | 26.23 | 4.41 | 11.01 | 1.59 | 7.61 | 11.34 | 9.11 | 6.88 |
| Yield(%) | 0.00 | 11.82 | 9.13 | 6.00 | 5.88 | 4.56 | 3.42 | … | … | 0.00 | 12.44 | 8.20 | 5.84 | 1.81 | 2.76 | 1.67 | 5.25 | 4.37 | 3.15 | 2.35 | 1.76 | 0.28 | 0.24 |
Data as of 06/03/2026, Common starting date is 04/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMEAX (ASPIRIANT RISK-MANAGED EQUITY ALLOCATION FUND ADVISOR SHARES) |
-0.28%
Sep 2019 – Sep 2022 |
2.26%
Sep 2017 – Sep 2022 |
5.02%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMEAX (ASPIRIANT RISK-MANAGED EQUITY ALLOCATION FUND ADVISOR SHARES) |
18.21%
Sep 2022 – Sep 2025 |
10.97%
Mar 2020 – Mar 2025 |
9.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart