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Achari Ventures Holdings Corp. I (AVHI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS00444X1019
CUSIP00444X101
SectorFinancial Services
IndustryShell Companies

Highlights

Market Cap$33.59M
EPS-$0.77
Year Range$10.50 - $12.45
Short %0.36%
Short Ratio3.12

Share Price Chart


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Achari Ventures Holdings Corp. I

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Achari Ventures Holdings Corp. I, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
3.09%
22.59%
AVHI (Achari Ventures Holdings Corp. I)
Benchmark (^GSPC)

S&P 500

Returns By Period

Achari Ventures Holdings Corp. I had a return of 1.10% year-to-date (YTD) and 4.86% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date1.10%6.33%
1 month0.55%-2.81%
6 months3.09%21.13%
1 year4.86%24.56%
5 years (annualized)N/A11.55%
10 years (annualized)N/A10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.19%3.81%-3.67%
20230.56%-0.47%0.28%1.68%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AVHI is 65, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of AVHI is 6565
Achari Ventures Holdings Corp. I(AVHI)
The Sharpe Ratio Rank of AVHI is 6060Sharpe Ratio Rank
The Sortino Ratio Rank of AVHI is 5353Sortino Ratio Rank
The Omega Ratio Rank of AVHI is 7070Omega Ratio Rank
The Calmar Ratio Rank of AVHI is 7676Calmar Ratio Rank
The Martin Ratio Rank of AVHI is 6767Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Achari Ventures Holdings Corp. I (AVHI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AVHI
Sharpe ratio
The chart of Sharpe ratio for AVHI, currently valued at 0.30, compared to the broader market-2.00-1.000.001.002.003.000.30
Sortino ratio
The chart of Sortino ratio for AVHI, currently valued at 0.59, compared to the broader market-4.00-2.000.002.004.006.000.59
Omega ratio
The chart of Omega ratio for AVHI, currently valued at 1.17, compared to the broader market0.501.001.501.17
Calmar ratio
The chart of Calmar ratio for AVHI, currently valued at 0.65, compared to the broader market0.001.002.003.004.005.006.000.65
Martin ratio
The chart of Martin ratio for AVHI, currently valued at 1.74, compared to the broader market0.0010.0020.0030.001.74
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.001.002.003.004.005.006.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current Achari Ventures Holdings Corp. I Sharpe ratio is 0.30. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.30
1.91
AVHI (Achari Ventures Holdings Corp. I)
Benchmark (^GSPC)

Dividends

Dividend History


Achari Ventures Holdings Corp. I doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-6.69%
-3.48%
AVHI (Achari Ventures Holdings Corp. I)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Achari Ventures Holdings Corp. I. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Achari Ventures Holdings Corp. I was 7.46%, occurring on Feb 16, 2024. The portfolio has not yet recovered.

The current Achari Ventures Holdings Corp. I drawdown is 6.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-7.46%Feb 2, 202411Feb 16, 2024
-4.17%Feb 17, 20231Feb 17, 202393Jul 5, 202394
-3.79%Jan 30, 20241Jan 30, 20242Feb 1, 20243
-3.47%Jan 23, 20244Jan 26, 20241Jan 29, 20245
-2.2%Jan 13, 20231Jan 13, 202320Feb 13, 202321

Volatility

Volatility Chart

The current Achari Ventures Holdings Corp. I volatility is 1.42%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2024FebruaryMarchApril
1.42%
3.59%
AVHI (Achari Ventures Holdings Corp. I)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Achari Ventures Holdings Corp. I over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items