Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XACPX (Avenue Income Credit Strategies Fund) | 3.37% | 7.65% | 9.95% | 1.11% | 3.28% | 0.93% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XACPX (Avenue Income Credit Strategies Fund) | 05/16/2011 | 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 7.65 | 9.95 | 1.11 | 3.28 | 0.93 | NA | … | … | 3.37 | 5.68 | 8.08 | 21.83 | -22.42 | 2.17 | 6.60 | 13.78 | -12.77 | 3.19 | 18.12 | -21.95 | -1.35 | 4.32 | 11.82 | -14.03 |
| Sharpe Ratio | NA | 1.25 | 1.41 | -0.19 | 0.19 | NA | NA | … | … | 1.23 | 0.52 | 1.18 | 2.60 | -2.30 | 0.42 | 0.35 | 1.66 | -2.14 | 0.43 | 1.86 | -3.80 | -0.35 | 0.74 | 1.74 | -2.06 |
| Standard Deviation(%) | NA | 4.29 | 5.22 | 6.87 | 8.70 | NA | NA | … | … | 5.22 | 5.40 | 3.78 | 7.04 | 10.42 | 5.15 | 18.29 | 7.41 | 6.63 | 5.87 | 9.62 | 5.79 | 3.95 | 5.82 | 6.80 | 10.36 |
| Draw Down(%) | NA | 4.32 | 7.65 | 32.50 | 37.77 | NA | NA | … | … | 3.70 | 7.65 | 3.41 | 5.74 | 28.78 | 7.96 | 37.77 | 5.87 | 16.64 | 5.70 | 12.31 | 23.26 | 10.89 | 12.52 | 9.27 | 21.87 |
| Yield(%) | 0.00 | 15.42 | 15.46 | 9.76 | 7.97 | 4.90 | 3.63 | … | … | 6.76 | 14.67 | 16.80 | 17.42 | 11.65 | 10.73 | 11.43 | 12.10 | 8.78 | 3.94 | 0.00 | 0.00 | 10.59 | 4.87 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XACPX (Avenue Income Credit Strategies Fund) |
-11.71%
Mar 2017 – Mar 2020 |
-8.49%
Mar 2015 – Mar 2020 |
-2.46%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XACPX (Avenue Income Credit Strategies Fund) |
14.54%
Sep 2022 – Sep 2025 |
10.28%
Mar 2020 – Mar 2025 |
4.77%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart