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

Company Info

ISINUS00444X2009
CUSIP00444X200
SectorFinancial Services
IndustryShell Companies

Highlights

EPS$0.48
PE Ratio21.05
Year Range$9.49 - $12.25
Short Ratio0.03

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.


-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
-6.54%
19.37%
AVHIU (Achari Ventures Holdings Corp. I)
Benchmark (^GSPC)

S&P 500

Returns By Period

Achari Ventures Holdings Corp. I had a return of -7.49% year-to-date (YTD) and -4.76% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-7.49%6.30%
1 month-16.87%-3.13%
6 months-6.54%19.37%
1 year-4.76%22.56%
5 years (annualized)N/A11.65%
10 years (annualized)N/A10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20244.16%8.79%-1.80%
20230.00%0.00%0.00%1.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AVHIU is 31, 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 AVHIU is 3131
Achari Ventures Holdings Corp. I(AVHIU)
The Sharpe Ratio Rank of AVHIU is 4040Sharpe Ratio Rank
The Sortino Ratio Rank of AVHIU is 3535Sortino Ratio Rank
The Omega Ratio Rank of AVHIU is 2626Omega Ratio Rank
The Calmar Ratio Rank of AVHIU is 3535Calmar Ratio Rank
The Martin Ratio Rank of AVHIU is 2121Martin 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 (AVHIU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AVHIU
Sharpe ratio
The chart of Sharpe ratio for AVHIU, currently valued at -0.20, compared to the broader market-2.00-1.000.001.002.003.00-0.20
Sortino ratio
The chart of Sortino ratio for AVHIU, currently valued at -0.09, compared to the broader market-4.00-2.000.002.004.006.00-0.09
Omega ratio
The chart of Omega ratio for AVHIU, currently valued at 0.94, compared to the broader market0.501.001.500.94
Calmar ratio
The chart of Calmar ratio for AVHIU, currently valued at -0.26, compared to the broader market0.001.002.003.004.005.00-0.26
Martin ratio
The chart of Martin ratio for AVHIU, currently valued at -1.15, compared to the broader market0.0010.0020.0030.00-1.15
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-2.00-1.000.001.002.003.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-4.00-2.000.002.004.006.002.78
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 1.47, compared to the broader market0.001.002.003.004.005.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.007.64

Sharpe Ratio

The current Achari Ventures Holdings Corp. I Sharpe ratio is -0.20. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
-0.20
1.92
AVHIU (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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-18.37%
-3.50%
AVHIU (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 18.37%, occurring on Apr 9, 2024. The portfolio has not yet recovered.

The current Achari Ventures Holdings Corp. I drawdown is 18.37%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.37%Mar 4, 202426Apr 9, 2024
-12.37%Nov 26, 2021402Jul 5, 2023141Jan 25, 2024543
-2.93%Jan 31, 20241Jan 31, 202420Feb 29, 202421
-0.89%Jan 26, 20241Jan 26, 20241Jan 29, 20242
-0.59%Nov 2, 20214Nov 5, 20214Nov 11, 20218

Volatility

Volatility Chart

The current Achari Ventures Holdings Corp. I volatility is 18.48%, 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%20.00%NovemberDecember2024FebruaryMarchApril
18.48%
3.58%
AVHIU (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