Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVPT (Avepoint Inc) | -22.61% | -43.36% | 21.25% | -2.58% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 01/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVPT (Avepoint Inc) | 01/05/2021 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | -43.36 | 21.25 | -2.58 | NA | NA | NA | … | … | -22.61 | -16.60 | 100.73 | 99.76 | -34.66 | -58.07 |
| Sharpe Ratio | NA | -0.97 | 0.36 | -0.17 | NA | NA | NA | … | … | -0.95 | -0.41 | 2.99 | 2.35 | -0.63 | -0.98 |
| Standard Deviation(%) | NA | 46.54 | 41.41 | 47.62 | NA | NA | NA | … | … | 46.85 | 47.60 | 33.84 | 41.18 | 57.10 | 59.85 |
| Draw Down(%) | NA | 53.44 | 55.03 | 75.46 | NA | NA | NA | … | … | 35.79 | 39.57 | 11.33 | 24.42 | 45.93 | 59.07 |
| 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 |
Data as of 06/17/2026, Common starting date is 01/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVPT (Avepoint Inc) |
-5.25%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVPT (Avepoint Inc) |
64.47%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart