Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVO (Mission Produce Inc) | -0.95% | -8.37% | -1.41% | -11.41% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 10/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVO (Mission Produce Inc) | 10/05/2020 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.23 | -8.37 | -1.41 | -11.41 | NA | NA | NA | … | … | -0.95 | -18.79 | 41.23 | -13.17 | -25.99 | 4.32 | 21.76 |
| Sharpe Ratio | NA | -0.30 | -0.20 | -0.44 | NA | NA | NA | … | … | -0.26 | -0.62 | 0.91 | -0.57 | -0.75 | 0.11 | 3.73 |
| Standard Deviation(%) | NA | 34.55 | 36.49 | 35.51 | NA | NA | NA | … | … | 38.94 | 35.16 | 38.59 | 30.92 | 36.40 | 38.33 | 33.68 |
| Draw Down(%) | NA | 34.09 | 34.09 | 62.71 | NA | NA | NA | … | … | 34.09 | 32.22 | 25.64 | 36.87 | 30.87 | 30.81 | 7.49 |
| 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 |
Data as of 06/18/2026, Common starting date is 10/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVO (Mission Produce Inc) |
-21.86%
Jun 2021 – Jun 2024 |
-11.32%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVO (Mission Produce Inc) |
7.39%
Mar 2023 – Mar 2026 |
-2.22%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart